Wealth management, done with heart.
Fiduciary | Legacy-focused | Virtual by design
Better Together.
Money is personal. Your story is personal. So your financial plan should be, too.
At Olivia Wealth Management, we believe your life, values, and future deserve more than a one-size-fits-all plan. We take time to understand your goals and priorities so we can build a strategy that truly supports the life you’re creating.
We partner with individuals, families, and business owners to provide comprehensive financial planning, tax strategies, retirement planning, equity compensation guidance, and personalized investment management. Our technology makes the process seamless. Our approach makes it meaningful.
Because this isn’t just about growing wealth.
It’s about stewarding it well — for today, and for the generations that follow.
Plan(t) it.
Good plans grow. Great plans last.
Just like planting a tree, meaningful growth starts with strong roots. We believe in building financial strategies from the ground up — thoughtfully, intentionally, and with your long-term future in mind. Whether it’s a single question or a full financial picture, we’re here to help you plant wisely and grow with confidence.
Invest it.
Markets move. Life does too.
That’s why we focus on thoughtful, personalized investment strategies built around your timeline, your values, and your goals — not market noise or flashy trends. Our approach is designed to help you stay steady through uncertainty and confident in every season.
Because investing well is less about prediction — and more about discipline.
Protect it.
You work hard for what you’re building. Protecting it matters.
Life doesn’t always go according to plan — which is exactly why thoughtful protection is part of good stewardship. From preparing for the unexpected to preserving what you’re building for the people you love most, we help you put the right safeguards in place.
Wise planning today.
Greater peace tomorrow.
“Don't judge each day by the harvest you reap but by the seeds that you plant.”
— Robert Louis Stevenson
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