Our story

About us

Holistic Approach To Wealth Management

COMPREHENSIVE RETIREMENT PLANNING MANAGEMENT WITH ASSET & INCOME OPTIMIZATION.

At The Hidden Wealth Solution, we bring the pieces together so you don’t have to – helping you grow & protect your retirement.

Our purpose is to provide Baby Boomers and retirees with direction, confidence and capability to make more, keep more and to give more!

Our Story

Chuck Oliver and his Wealth Architect Team educate Baby Boomers and retirees through a unique, holistic and comprehensive planning process called – The Hidden Wealth Solution – which educates Baby Boomers and retirees on how to optimize their assets and maximize their income for retirement.

Charles Oilver

Chuck Oliver is recognized as one of the top half of one percent of all financial advisors in the United States. He is also a two-time best-selling author, acclaimed business owner, community leader and nationally recognized speaker.

AS SEEN IN

ABC NBC CBS FOX USA TODAY WSJ NEWSWEEK FMD

meet the entire team

When it comes to selecting a wealth management team, it’s important to choose a company with experience, expertise and a reputation you can count on.

Our entire support team totals over 100 amazing team members, from our tax savings planning team to our institutional portfolio management partners. 

Why Choose Us

Your Trust And Security Are Our Top Priority

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Save You Times

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top industry experts

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Growth & Protection focused

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strategic tax planning

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Seamless Communication

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Intuitive Financial Solutions

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Client Testimonials 

Hidden Wealth is more than just the name. The “hidden wealth” of knowledge, expertise, professionalism, patience and friendliness is a part of the entire staff. We have been working with Chuck and Devin for several years. They take the time to understand our needs and then put plans in place to meet those needs and long term investment and tax strategies. An investment strategy, tax savings plan and now accountants to coordinate are all in place to protect entire financial future. The confidence in knowing that this team sincerely cares about protecting our wealth and avoiding unnecessary taxes is invaluable. I highly recommend Hidden Wealth and will continue to put my faith and trust with them.

Finding Chuck Oliver and “The Hidden Wealth Solution” has definitely been my good fortune! Chuck and his team have a corporate culture of treating each client uniquely and individually, considering all aspects of each client’s life and financial requirements. Chuck is extremely knowledgeable in his recommendations and brilliant in his investing and tax avoidance strategies. Consultation time either in person or by telephone, is never limited nor are details ever omitted. His advice has been and continues to be the best, most realistic and individually designed that I have ever encountered in my many years as a business owner and seasoned investor. Chuck, Devin and the entire supporting team at “The Hidden Wealth Solution” are truly competent and inspire trust that is so rare in the financial services industry.

I spent over three decades dealing with four different investment firms, and was never satisfied with the investment performance or customer service I received. After conducting extensive research, I decided to try The Hidden Wealth Solution Team. I finally found a legitimate professional and comprehensive financial investment firm. That’s what The Hidden Wealth Solution Team is all about. Chuck, Devin, Kirk, Neill, and Debbie are consummate professionals and are genuinely good people. Having been retired from the military and soon to be retired from law enforcement, I can tell you it’s all about character and integrity. I wholeheartedly trust every member of this team. After conducting my due diligence, I went all in and joined their client list. I am extremely satisfied with the results thus far. I also benefitted from referrals to their sister tax team and mortgage team. My only regret is that I wished I met these folks much earlier in my life. BETTER LATE THAN NEVER!

SECURE YOUR SEAT & YOUR RETIREMENT TODAY!

Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to optimize your assets and create a tax-advantaged lifetime retirement income and a Tax-Free legacy.