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 – that we believe educates Baby Boomers and retirees on how they can potentially optimize their assets and maximize their income for retirement.
We believe The Hidden Wealth Solution can help provide direction, confidence and capability to help make more, keep more and to give more!
Chuck Oliver is recognized as one of the top Wealth Strategists 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
Core Values
Be Servant Focused.
Be Solution Focused.
Be Positive Focused.
Our Purpose
Our purpose is to help Baby Boomers & Retirees thrive in retirement through a clear retirement roadmap that can help provide 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.
Christian Meade
Financial Associate
Adam Schmidt
Wealth Strategist
Kirk ROSSETTER
Client Personal Case Manager
NEILL FOSHEE
Client Practice Manager
DEBBIE KLOTTER
Client Relations Manager
Secure your seat & potentially your retirement today!
Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to potentially optimize your assets and work towards creating a tax-advantaged lifetime retirement income along with a tax-free legacy.