Your Journey. Your Dreams. Our Expertise.
Digitally Enhanced | Investment Management and Advisory
Better Together.
We are a family-centered investment management and financial planning firm that believes there is no one-size-fits-all approach.
Our mission is to take the time to understand your unique story, allowing us to create a tailored financial blueprint and investment plan that aligns with your specific goals, needs, and values. You’re different and so are we.
At Olivia Wealth Management, we specialize in comprehensive financial planning, tax strategies, retirement planning, equity compensation solutions, and personalized investment strategies for individuals, families, and businesses. By leveraging the latest technologies, we make your experience both personal and convenient.
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 just one part of your financial journey, but they play a significant role. Just like storms can impact the growth of a tree, life's challenges can affect our financial growth. Let's build a partnership and help you invest in a dynamic way that can withstand any storm.
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Find out your personal risk tolerance and let us tailor a strategy for you.
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“Don't judge each day by the harvest you reap but by the seeds that you plant.”
— Robert Louis Stevenson
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