A complete list of active advisors currently associated with Oliveira Wealth
Warmer can help you find a great advisor at Oliveira Wealth or one who fits your needs even better.
Oliveira Wealth advises individuals (including high-net-worth clients), trusts, retirement plans and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm also offers specialized tax-oriented cost segregation services for eligible real estate owners through partnerships with RCG Valuation & Monetization, Inc. and Tangible Property Tax Methods. Investment programs are tailored to client objectives and implemented primarily through asset-allocation strategies that favor ETFs, fixed income and a mix of mutual funds and structured products, with ongoing monitoring and rebalancing under discretionary authority. The firm also provides standalone financial plans and consulting engagements and may use margin in certain accounts when appropriate. Distinctive for a supported firm, Oliveira Wealth’s representatives are also registered representatives of Simplicity Investments and licensed insurance agents, enabling the sale of commissionable securities and insurance products; the firm discloses and manages the resulting conflicts through disclosures and its code of ethics. The firm manages an unusually large client base relative to its advisor count (nearly 1,000 clients with two advisors) and relies on institutional custodial and support services from Charles Schwab, including transition and business-support assistance, to help scale its operations.
To learn more about the advisors currently working at Oliveira Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Modesto, CA
| 29
| |
Modesto, CA
| 6
|
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