It all starts with a plan

1

Connect (first Meeting)

Although a lot of our interactions may be online, we are no robo-advisor. We want to get to know you. What are your goals in the next 5-10 years? What do you want your family legacy to look like? This vital first step gives us the opportunity to connect deeper.

2

Cultivate (1-3 weeks Later)

Next, let’s tailor a plan that matches your vision and goals. Whether that’s preparing for a career change, extending the family, retiring, etc. The list goes on. Let’s cultivate appropriately for each life season.

3

Grow (1-2 weeks after)

From investments to retirement planning, our partnership grows. In this stage, our goal is to build prolific plans that bear fruit for generations to come. Let’s grow together.

Our Process

Investments

Investments may be a small line item on your overall the financial journey, but they can have the largest impact in helping to meet your financial goals, and let’s face it, investing in the capital markets can be challenging.

At Olivia Wealth Management we believe that a nimble investment approach is the most effective way to navigate the capital markets in the good as well as the challenging times. We believe that a dynamic investment strategy that is allowed to pivot from a wealth accumulation strategy to a wealth preservation strategy in certain environments is essential to mitigating the long term impact of bear markets.

  • Investment Management

  • Tax-advantaged Investing

  • Retirement Income Management

  • Custom Portfolio Construction

  • Portfolio Risk Assessments

Learn More!

Planning

Whether it is wealth enhancement, wealth transfer, or wealth protection, big or small, when it comes to personal financial matters they can feel overwhelming. But they don’t have to be. First, Let’s start by getting to know each other, then let’s dig in to what is most important to you. lets plan for it together.

  • Life planning

  • College planning

  • Risk management

  • Cash flow planning

  • Equity compensation planning‍

  • Retirement strategy

  • 401k allocation

  • Tax planning

  • Estate planning

  • Equity compensation planning‍

  • Recession risk assessment

Advisory

Good advice is key to a successful financial life. But maybe you are not ready for a highly informative and helpful financial plan, or perhaps you might only need some one off advice about your 401(k) allocation. Whatever the case, Olivia wealth management offers an advisory service that can be utilized on a case by case basis.

  • Large sudden financial gain

  • Need a portfolio review?

  • Inheritance

  • Home purchase

  • Portfolio risk assessment

  • Debt management

  • Career change

  • Concentrated stock positions

  • Stock options and employee stock

Sound familiar?

No matter the case, we are happy to help you navigate any season.

FAQ’s

  • As a fiduciary advisor we believe in placing your best interest above our own. We believe in acting with prudence and the good judgment of a professional.

    We will not mislead you and we will provide conspicuous, full and fair disclosure of all important facts. We will avoid conflicts of interest. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

  • As a fiduciary advisor we custody all of our clients assets with TD Ameritrade institutional.

  • We are a fee-only financial advisor. Which means we charge based on what you need as a client. If you are only looking for advisory or financial planning we can charge by the hour or by the project depending on its complexity.

    When it comes to investment management the cost is wrapped up into one transparent cost. If investment management is what you need the Financial Planning and Advisory is all covered by the investment management cost. No hidden fee's and no upselling.

    Investment Management

    0 - 2,000,000 (1.25%)

    2,000,001 + (1.00%)

    Financial Planning

    $500 for 3 hours of planning

    or

    $2,000 for a full plan

    The full plan includes 1 full year of advisory and planning work with no limit on time.

    Advisory

    $295 per hour

  • You always have a direct contact to our team, but we will periodically reach out to catchup and go over your financial plan and investments. In fact, we encourage you to grab a cup of your favorite Joe and give us a call. We love connecting with our clients.

  • Nope. Although it should go without saying the more information we have, the better equipped we will be to offer the best advice for you and your family.

  • To start I like to do a simple "get to know you" complimentary (no charge) discovery meeting. This is where we find out some personal details about one another. Then I will start asking questions about you and your goals.

    Next, depending on you need, I will run an analysis and come to you with a proposal.

    If you decide to work with me the on boarding process will commence.

  • I started my career more than a decade ago at Morgan Stanley in San Francisco. While sharpening my skills there, and working under wonderful mentors, I acquired my securities licenses while simultaneously completing a degree in Finance and Economics.

    Upon leaving Morgan Stanley I started my focus on portfolio construction, custom investment management, and financial planning as an independent Investment Advisor. I have a heavy focus on Technical Analysis with an extreme basis and use of fundamental portfolio construction and planning.

  • I work with a broad diverse group of individuals, Families, and businesses. Over my career, I have worked with individuals with large amounts of Restricted stock, Families looking to get a strong hold on their retirement planning, and Individuals already in retirement looking to maximize their cashflow safely.

    Another unique area I focus is on small to medium sized business owners who need a holistic and rewarding planning and investment experience with a true professional.

Questions? Get in touch.