Financial Advice for Life’s Most Meaningful Decisions
CERTIFIED FINANCIAL PLANNER™|INVESTMENT ADVISORY REPRESENTATIVE|FIDUCIARY
Building wealth is not complicated
Have you ever gone on vacation and thought, “We should buy a ski house one day,” only to find yourself having the same conversation with your spouse 5 years later? Without a plan, our goals are simply pipe dreams.
For more than two decades John has advised emerging high-net-worth individuals and families, providing a refreshing alternative to traditional financial firms. We understand the strong emotional ties that people have to their finances and what those values represent.
Empathetic. Transparent. Accessible.
Not sure where to get started?
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Growth, Protection, Stability
Save Time
Our process saves busy families and professionals tons of time year after year. It’s simple and the time commitment is minimal.
Valued Advocate
We are there even when you can’t be. Your problems become our problems and we always have your best interest at heart.
Confidence
We work with you and your investments in a truly transparent fashion every step of the way. We are available to our clients 24/7.
Our Team
JOHN CONTE
Certified Financial Planner™
CASSIE MAGRO
Head of Client Service
Gillian Mulhere
Marketing Director
Everything You Need for a Complete Financial Picture
Investment Management
Making sure your portfolio is structured in line with your time horizon and your comfort with risk.
Retirement Income Distribution
Retirement planning can be likened to climbing a mountain. We will climb the mountain with you, and help make sure you get back down, safely.
Life Insurance
Our clients want to make sure that their bills are paid and the kids can go to college without a giant debt burden, even if they are no longer around.
Estate Planning
Make sure financial wishes are met, when assets are passed to the next generation, and with the least tax implications.
Business Planning
Whether you’re launching a new business or planning to expand an existing one, we can help you create, grow, and protect your business’s value.
Comprehensive Financial Planning
Tying it all together, and seeing how each financial decision will affect other areas of the plan.
Our Core Values
Empathy
Honesty
Integrity
Real people helping real people, by simplifying financial solutions. Being advocates for young professionals and families.
Let Us Take the Weight Off Your Shoulders
The topic of financial planning is anxiety inducing for most families. There are a million excuses not to get started, all of which generally boil down to not wanting to face reality; you’re behind, unprepared and the goals set years ago have not been addressed since.
At Oliver Capital Management, we take shame, guilt and insecurity out of the equation. We put our clients at ease and take action on their behalf. We know that time is of the essence; the longer you wait to take action, the bigger your financial mountain is to climb.
We’ve been told that our discovery meeting is more like having a conversation with a friend.
Our Process
1. Discovery
The first meeting is the most important. Here, we take the time to learn about you and your vision for the future.
2. Recommendations
We use our software to analyze the data collected in the discovery meeting and create a financial roadmap.
3. Implementation
Should you choose to utilize our services, our team will help you set up your new accounts, and automate a savings plan.
4. Ongoing Review
We will review your plan regularly and track your progress, making suggestions and recommendations along the way.