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 Wealth Strategists in the United States. He is also a two-time best-selling author, acclaimed business owner, community leader and nationally recognized speaker.
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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.
Kirk ROSSETTER
Client Personal Case Manager
Davis Oliver
Planning Partner Associate
NEILL FOSHEE
Client Practice Manager
Andrew Brenhaug
Wealth Strategist
DEBBIE KLOTTER
Client Relations Manager
William Gonzalez
Wealth Strategist
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 along with a tax-free legacy.