It all starts with a plan

1

Let’s Connect

We start with connection. A lot of our interactions may be online, but we are no robo-advisor. Connecting for the first time, whether through Zoom or a phone call, gives us a chance to learn your story and ensure our expertise is the right fit for your needs.

2

Cultivate

Next, let’s create a plan that aligns with your vision and goals—whether that’s preparing for a career change, expanding your family, retiring better, and/or reducing taxes. In this 1-hour meeting, we’ll dive deep into your needs, financial goals, and any concerns you may have.

3

Grow

Once our analysis is complete, we’ll connect with you via Zoom or phone call to discuss the best course of action for your unique situation. At this stage, we’ll have the opportunity to partner with you, lay the groundwork, and create impactful plans that will benefit future generations.

Our Process

Investments

Investments might seem like a small part of your overall financial journey, but they can have a significant impact on achieving your financial goals. Let's be honest, navigating the capital markets can be challenging.

At Olivia Wealth Management, we believe that a flexible investment approach is the most effective way to navigate both favorable and challenging market conditions. We advocate for a dynamic investment strategy that can shift from wealth accumulation to wealth preservation when necessary, which is crucial for minimizing the long-term effects of bear markets.

  • Investment Management

  • Tax-advantaged Investing

  • Retirement Income Management

  • Custom Portfolio Construction

  • Portfolio Risk Assessments

Learn More!

Planning

Dealing with personal financial matters, whether it's enhancing, transferring, or protecting your wealth, can feel overwhelming—no matter the size. But it doesn't have to be that way. Let's start by getting to know each other, and then we'll dive into what's most important to you. Together, we'll create a unique plan that works for you.

  • Life planning

  • College planning

  • Risk management

  • Cash flow planning

  • Equity compensation planning‍

  • Retirement strategy

  • 401k allocation

  • Tax planning

  • Estate planning

  • Equity compensation planning‍

  • Recession risk assessment

Advisory

Good advice is essential for a successful financial life. Whether you're not quite ready for a comprehensive financial plan or you just need some one-time advice about your 401(k) allocation, Olivia Wealth Management is here to help. We offer advisory services that you can use on a case-by-case basis, tailored to your specific needs.

  • Large sudden financial gain

  • Need a portfolio review?

  • Inheritance

  • Home purchase

  • Portfolio risk assessment

  • Debt management

  • Career change

  • Concentrated stock positions

  • Stock options and employee stock

Sound familiar?

FAQ’s

  • As a fiduciary advisor, we prioritize your best interests above our own. We commit to acting with the prudence and sound judgment expected of a professional.

    We promise not to mislead you and will provide clear, complete, and fair disclosure of all important facts. We strive to avoid conflicts of interest, but if any unavoidable conflicts arise, we will fully disclose and manage them with your best interests in mind.

  • As a fiduciary advisor we custody all of our clients assets with Charles Schwab Corp.

  • We are a fee-only financial advisor. Which means we charge based on what you need as a client. If you are only looking for advisory or financial planning we can charge by the hour or by the project depending on its complexity.

    When it comes to investment management the cost is wrapped up into one transparent cost. If investment management is what you need the Financial Planning and Advisory is all covered by the investment management cost. No hidden fee's and no upselling.

    Investment Management

    0 - 2,000,000 (1.25%)

    2,000,001 + (1.00%)

    Financial Planning

    $500 for 4 hours of planning

    or

    $1,200 for a full plan

    The full plan includes 1 full year of advisory and partnership with no limit on time.

    Advisory

    $295 per hour

    *Pricing structure is negotiable.

  • You always have a direct contact to our team, but we will periodically reach out to check in and go over your financial plan and investments. In fact, we encourage you to grab a cup of your favorite Joe and give us a call. We love connecting with our clients.

  • No. Although it should go without saying a well-crafted plan can guide you in meeting your financial needs at every stage of life. However, a financial plan is not necessary for ongoing portfolio management.

  • To kick things off, I like to have a "get to know you" discovery meeting. This is our chance to share a bit about ourselves and begin understanding your goals.

    After that, based on your needs, I'll conduct an analysis and present you with a personalized proposal.

    If you decide we’re a good fit, we’ll start the onboarding process to officially begin our partnership.

  • I started my career more than a decade ago at Morgan Stanley in San Francisco. While honing my skills there and working under wonderful mentors, I acquired my securities licenses while simultaneously completing a degree in Finance and Economics.

    Upon leaving Morgan Stanley, I began focusing on portfolio construction, custom investment management, and financial planning as an independent Investment Advisor. I have a strong emphasis on Technical Analysis, with a significant focus on fundamental portfolio construction and planning.

  • I work with a diverse group of individuals, families, and businesses. Throughout my career, I've assisted individuals with large amounts of restricted stock, families aiming to strengthen their retirement planning, and retirees seeking to safely maximize their cash flow.

    I also specialize in working with small to medium-sized business owners who need a holistic and rewarding planning and investment experience with a true professional.

Questions? Get in touch.