OLIVE WEALTH MANAGEMENT

Olive Wealth Management is a financial services firm dedicated to working with families, individuals, their related entities, corporate retirement plans, and charitable structures. As a Registered Investment Advisor, we are held to a fiduciary standard, requiring us to put client interests of paramount importance. We believe this adds unique value to the wealth management process, enabling us to earn the trust and respect of those we represent. We hold our long-term relationships with high esteem, and strive to enrich the personal lives of our clients by organizing and clarifying financial complexities... Our process begins by truly getting to know the individuals we work with on a personal and financial level. This step is imperative to identify an investors' need, ability, and desire to take risk. Subsequently, we customize an investment solution designed to align risk tolerance with investment strategy and goals. We take time to educate our clients on the wealth management, and..

Primary location: Houston United States