Achieve Clarity and Confidence

Everyone deserves a financial blueprint that provides security and sustains growth

Your Financial Plan Should Never Be Overwhelming

Many young families and working professionals are in the dark when it comes to their financial health. These concerns are easy to avoid and are often cast aside to be dealt with at a later time. But when we put on the blinders, we make ourselves vulnerable to financial disasters. We may be unprepared to weather the serious illness or premature death of a loved one. Worse, we could be leaving our children and spouse unprepared and unprotected.

Oliver Capital Management is here to navigate these rough financial waters on your behalf–or help you to avoid them altogether. Through careful analysis and asset/liability integration we work with and advocate on behalf of our clients to find easy and cost effective ways to reach their family financial goals. We simplify the process and give our clients access to their personalized blueprint every step of the way.

Everything You Need for a Complete Financial Picture

Around 40% of high-net-worth individuals now consolidate their assets with a single financial advisor to align their investment and estate planning strategies, promoting cohesive financial planning. If you’re seeking a successful financial future, asset consolidation is critical.
Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value. We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business.
Putting a solid estate plan in place is an important part of making sure that your loved ones won’t find themselves facing unnecessary financial hardship if something happens to you. The process of estate planning can vary greatly, depending on individuals’ net worth, business holdings, and a variety of other factors.
Every event in life brings unique opportunities. We can help you be financially prepared to take advantage of them. When you work with our team to develop a financial plan, we’ll apply time-tested strategies, providing sound advice and making recommendations based on where you are today and where you want to be in the future.
Your goal to achieve financial security will undoubtedly include investing for your future. We can offer you the experience you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
Our range of products are designed to optimize your investments and secure your financial future. Our experienced and knowledgeable team personalize your strategic investment approach to be results-driven.
While most dedicate the bulk of their time and resources towards saving for the future, protecting their paycheck against the premature death or disability of a wage earner is often neglected. We help clients determine how much coverage they need, to ensure their family is financially protected, should they pass away prematurely.
Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.

We Have Your Back

It all begins with a simple and honest conversation. This first step is the easiest and most important. Book a call with us and let’s get started!