Meet Our Team
Founder and Managing Partner
With over 17 years of experience, Brandon has learned that regardless of the size of the company or the investment portfolio, clients want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias and genuinely focused on one thing—the financial success of its clients.
Financial Advisor and Vice President
Client education is the driving force behind Heath’s approach to wealth management. His career in the financial services industry started in 2006. Since then, Heath has earned the Chartered Retirement Planning CounselorSM (CRPC®) and will be sitting for the Certified Financial Planner (CFP ®) in March of ‘19.
Senior Registered Client Associate
Tina Gallo works alongside the advisors at Oliver Wealth Management providing skilled support to their clients. As a Senior Registered Client Associate, Tina is fully-licensed and qualified to handle all types analyze and implement financial strategies for our clients. Her keen eye for detail, listening skills and compassion are truly appreciated by both clients and coworkers alike.
With 20+ years of industry experience, and over 14+ years of experience as an advisor, Tim has learned that clients need and want an honest relationship, with someone they can trust. Tim learned three valuable lessons way back in 2004, when he started his own practice – Client First, Client First, Client First. That has always been his bedrock philosophy on giving clients advice.
About Our Firm
Our approach is to understand your needs and manage that against the market cycle. We do not believe a in a cookie cutter approach.
Markets are far more complex and fast than in years past. Similarly to the Tyndall effect, we focus on the longer wavelength of the market rather than quick reactions to the shorter term scattered reactions to changes in the market.
Oliver Wealth Management is a firm free of any conflicts of interest or bias and is focused acting as a fiduciary and on the financial success of our clients.
Estate Planning Strategies
A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life. As trusted advisors, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets.
Markets go up and down. So does the economy. So does your life. Staying on track to reach your long-turn financial goals while balancing day-to-day needs can be challenging.
Retirement Planning & Funding
Retirement is a new phase in life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future. Our approach is personalized and thorough.
Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Oliver Wealth Management will create the right plan for you.
Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency.
Insurance planning for your family or your business essentially means planning today for tomorrow’s needs.