Cultivating Peace of Mind
Olive Wealth Management
A Registered Investment Advisory Firm
Plan-driven • Client-focused • Fiduciary
Founded in 2016 to help individuals and families achieve financial goals through prudent financial planning and evidence-based investing delivered in a professional yet approachable manner.
Core Values
Integrity
Adhering to a strict fiduciary duty, putting your interest before all else, at all times, in all situations.
Discipline
Long-term, data-driven investment solutions void of speculation and emotion.
Service
Unlimited, timely service that goes above and beyond to proactively serve our clients in the most efficient and effective way possible.
Legacy
Creating generational wealth through multi-generational relationships.
Our Roles
Who We Serve
High achievers who embody strong moral character, committed to developing, funding, and maintaining a long-term, successful financial plan.
Investment Principles
Diversification
Pursuing returns around the globe while managing risk.
Tax efficiency
Strategies designed to deliver efficient after-tax returns.
Long-term success
Navigating the chaos of our modern world while maintaining long-term focus.
Aligned interests
As a fee-only firm, our interests are perfectly aligned. Fee-only, shared success.
Our Process
Your Investment Journey with Olive Wealth Management
Introduction and Exploration
Our process begins with an in-person (no obligation) meeting that explores how and why money is important to you, followed by an outline of your short, medium, and long-term goals.
Initial Review
Analyzing components of your current financial plan while developing recommendations customized to help you achieve your goals.
Onboarding and Strategy
At this time, we will address any questions you have surrounding your plan and take a substantially more in-depth look at the investment strategies, philosophies, and methodologies that we employ. Provided we determine that our firm can add substantial value and agree to work together, we will provide detailed instructions and execute the necessary paperwork to support the new client process.
Building Your Vision
At this point, we are ready to put your financial plan into action, addressing components that need attention, implementing your custom investment plan, and coordinating with outside professionals to address specific needs such as risk (insurance), estate, and tax planning.
Moving Forward
Once your financial plan has been put into motion, we will continue to manage your assets and communicate with you throughout the progression of our partnership.
Get started01
Discovery
Introduction and Exploration
Our process begins with an in-person (no obligation) meeting that explores how and why money is important to you, followed by an outline of your short, medium, and long-term goals.
02
Assessment
Initial Review
Analyzing components of your current financial plan while developing recommendations customized to help you achieve your goals.
03
Commitment & Logistics
Onboarding and Strategy
At this time, we will address any questions you have surrounding your plan and take a substantially more in-depth look at the investment strategies, philosophies, and methodologies that we employ. Provided we determine that our firm can add substantial value and agree to work together, we will provide detailed instructions and execute the necessary paperwork to support the new client process.
04
Implementation
Building Your Vision
At this point, we are ready to put your financial plan into action, addressing components that need attention, implementing your custom investment plan, and coordinating with outside professionals to address specific needs such as risk (insurance), estate, and tax planning.
05
Regular Progress
Moving Forward
Once your financial plan has been put into motion, we will continue to manage your assets and communicate with you throughout the progression of our partnership.
Get started
Contact Us
Complete the form and we will be in touch soon