Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. Our financial planning and investment management programs are carefully linked. We work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals.
Communication is key to our investment management approach. We want you to be fully informed about the implementation of your personalized investment strategy. As an independent firm, Oliver Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. An investment strategy is built based on your family’s needs and priorities. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment approach.
Oliver Wealth Management’s commitment is to earn your trust and confidence by being objective and independent, offering the highest-quality financial management and advice.
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Oliver Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through Great Lakes Atlantic. International Assets Advisory, LLC and Great Lakes Atlantic are not affiliated companies. Oliver Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.