We are a family centered Investment Management and holistic Financial planning firm that believes there is no cookie cutter plan or investment approach for every client. We are intentional about learning your story to carefully tailor a financial blueprint and investment portfolio that fits your unique goals and needs.
Olivia Wealth Management may be a new organization, but as professional advisor, and investment professional we have successfully served clients across the US for more than a decade.
We specialize in quality and holistic Financial Planning, Tax Planning, Retirement Planning, Customized Investment Strategies for individuals, families, and businesses, and individuals with equity based compensation.
Given the recent market volatility we are currently offering complimentary (free of charge) Portfolio risk assessments, Personal risk tolerance Reviews, and complete investment portfolio assessments.
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Plumbing
824
AC Repair
436
Kitchen Remodeling
135
Roofing
504
Landscaping
540
Lawn Care
796
Movers
1108
Patios
30
Locksmiths
174
Bathroom Remodeling
229
Interior Designers
338
House Cleaning
4527
Handyman
5671
AC Installation
208
Water Damage
111
Exterminators
125
Garage Door Repair
236
Window Installation
65
Home Security
9
Solar Panel Installation
113