Our story

About us

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.

The Hidden Wealth Solution provides Baby Boomers and retirees with direction, confidence and capability to make more, keep more and to give more!

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

Core Values

Our Purpose

Our purpose is to help Baby Boomers & Retirees thrive in retirement through a clear retirement roadmap that provides market correction and tax protection to optimize income and assets!

our family

meet our core 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.

Devin Patel

Client Portfolio Manager & Planning Partner

Devin Patel

Kirk ROSSETTER

Client Personal Case Manager

Kirk Rossetter Bio

NEILL FOSHEE

Client Practice Manager

Neil Foshee Bio

DEBBIE KLOTTER

Client Relations Manager

debbie 210x300 1

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.