Cultivating Peace of Mind

Olive Wealth Management is a financial services firm dedicated to working with families, individuals, their related entities, corporate retirement plans, and  charitable structures. As a Registered Investment Advisor, we are held to a fiduciary standard, requiring us to put client interests of paramount importance. We believe this adds unique value to the wealth management process, enabling us to earn the trust and respect of those we represent. We hold our long-term relationships with high esteem, and strive to enrich the personal lives of our clients by organizing and clarifying financial complexities.

Our process begins by truly getting to know the individuals we work with on a personal and financial level. This step is imperative to identify an investors’ need, ability, and desire to take risk. Subsequently, we customize an investment solution designed to align risk tolerance with  investment strategy and goals. We take time to educate our clients on the wealth management, and investment processes, while meeting periodically to ensure our clients are comfortable with the overall strategy, and their progress toward reaching financial goals. We also work closely with our client’s tax, insurance, and estate planning professionals, to help ensure their overall financial picture is coordinated and efficient.

Our evidence-based investment strategy is academically grounded and developed through more than 30 years of research. Our goal is to deliver an exceptional investment experience by building highly diversified1 , global portfolios2 , with a specific focus on drivers of long-term returns, minimizing cost, and tax efficiency. Poor investment decisions are often a result of emotional drivers such as fear and greed. To counter these common mistakes, we implement a structured strategy that takes the emotion out of investment decisions, resulting in enhanced, long-term, risk-adjusted returns.

1. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

2. Investing internationally carries additional risks such as differences in financial reporting, currency exchange risk, as well as economic and political risk unique to the specific country. This may result in greater share price volatility. Shares, when sold, may be worth more or less than their original cost.