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.



Core Values

Be Servant Focused.

Be Solution Focused.

Be Positive Focused.

Our Purpose

We help individuals, business owners, Baby Boomers & Retirees thrive with a personal wealth blueprint that optimizes income and assets!

Unique Ability Statement

Investing in the wellbeing of others through strategic planning and innovative solutions to serve and transform personal and financial lives!

The Hidden Wealth Solution Values & Service Standards

We have decided that without exception we will:

  • Ask questions and listen to our clients in order to fully understand their needs.
  • Create wealth solutions that complement our client’s overall financial strategy and allow them to most effectively accomplish their short and long-term financial goals.
  • Be sensitive to client fears concerning their wealth creation and preservation plan. We will earn their confidence as their most trusted financial professional.
  • Respect our clients’ time, minimizing their personal effort by applying our knowledge and experience in state of the art technology. This will complement our customer service and resourcefulness by making necessary adjustments so that we avoid overwhelming our clients.
  • Communicate regularly and pro-actively with our clients to keep them informed on the status of their case, thereby reducing the stress associated with uncertainty.
  • Measure our success by our client’s willingness to consistently recommend us to family, friends
    and co-workers.
  • Take full responsibility for our actions and be honest at all times. We will always take the high road when providing solutions; always running to challenges and not from challenges.
  • Seek to improve the quality of the service we provide by encouraging each client to critically evaluate our performance – what we can improve and what we did well.
  • Be responsible for how the client is treated and put that responsibility on no one else. We are accountable for the experience and the outcome.
  • Serve our clients the way they should be served or help them find a viable alternative.
  • Client Service is a philosophy, not a department.

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.


Client Personal Case Manager

Kirk Rossetter Bio


Client Practice Manager

Neil Foshee Bio


Client Relations Manager

Nicole 225 x 315

Davis Oliver

Wealth Strategist

davis 225 x 315

Will Riggs

Wealth Strategist

will riggs

Adam Schmidt

Wealth Strategist

Adam 225 x 315

Christian Meade

Wealth Strategist

Christian 225 x 315

Drake Oliver

Wealth Strategist

drake oliver

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.