Your Journey. Your Dreams. Our Expertise.
Digitally Enhanced | Investment Management and Planning
Better Together.
We are a family centered Investment Management and holistic Financial Planning firm that believes there is no cookie cutter plan or investment approach for everybody.
It is our mission to be intentional about learning your story so we can carefully tailor a financial blueprint and investment plan that fits your unique goals and needs. In other words, we grow together.
Olivia Wealth Management specializes in quality and holistic Financial planning, Tax planning, Retirement planning, Equity based compensation strategies, and customized investment strategies for individuals, families, and businesses. We do this by leveraging the best technologies available to make your experience personable and convenient.
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Find out your personal risk tolerance and let us tailor a strategy for you.
Plan(t) it.
Risk Management | Cash Flow Planning | Retirement Planning | Company Benefit Planning | Tax Planning | Estate Planning | Equity Compensation Planning (RSUs, RSAs, ESPP, ESOP) | Advanced Financial Planning | Pension Distribution and Investment Analysis
Just like planting a tree, it starts with the soil. A plan that starts from the ground up is one that is better suited to bear fruit. Whether it is a single issue or comprehensive planning, we are here to help you grow.
Invest it.
Customized Investment Management | Retirement Investment Strategy | Tax-advantaged Investing | Retirement Asset Allocation | 401k/403B/457B
Investments are only one part of your financial journey, but they play a big role. Just as storms and weather can affect the growth of a tree, the storms of life can affect our financial growth. Let’s build a partnership and help you invest in a dynamic way that can weather any storm.
“Don't judge each day by the harvest you reap but by the seeds that you plant.”
— Robert Louis Stevenson
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