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.

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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

Christian 225 x 315

Davis Oliver

Wealth Strategist

davis 225 x 315

Kirk ROSSETTER

Client Personal Case Manager

Kirk Rossetter Bio

NEILL FOSHEE

Client Practice Manager

Neil Foshee Bio

NICOLE GILLIHAN

Client Relations Manager

Nicole 225 x 315

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.