I did an interview with Chuck Oliver and his Hidden Wealth team in July of last year. We met and discussed my situation and goals. In October we started putting the plan into place. It has worked beautifully - just as Chuck and his team has predicted. I increase my net income substantially on similar investment - saved over $10,000 in fees that were being charged by the name investment companies... READ MORE thru "hidden fees" they don't share with you and reduced my taxes substantially. If you have funds from Ira's, retirement funds, savings, etc. you really need to try to get on Chuck's list. I know they are selective in who they take - hopefully you will qualify- they are great people to work with and my returns have been much better than I expected!

Finding Chuck Oliver and “The Hidden Wealth Solution” has definitely been my good fortune! Chuck and his team have a corporate culture of treating each client uniquely and individually, considering all aspects of each client’s life and financial requirements. Chuck is extremely knowledgeable in his recommendations and brilliant in his investing and tax avoidance strategies. Consultation time either in person or by telephone, is never limited nor are details ever omitted. His advice has been... READ MORE and continues to be the best, most realistic and individually designed that I have ever encountered in my many years as a business owner and seasoned investor. Chuck, Devin and the entire supporting team at “The Hidden Wealth Solution” are truly competent and inspire trust that is so rare in the financial services industry.

I have been using the Hidden Wealth Solution for almost 2 years. The Hidden Wealth Solution has saved me money on taxes starting in 2022 and we have a plan going foreword in future tax years to do the same. When I say "saved money" my tax bill is $0. I wish now that I had discovered Hidden Wealth sooner.

Since I’ve only been with Chuck Oliver and his Hidden Wealth Solutions team for only a couple of months, these remarks are delimited to my overall personal experiences with them as it is to soon to address any financial returns. The problem with all postings of this type is that the superlatives become the norm and the readers make their own subjective interpretations. Please do not do that, because in the case of Chuck... READ MORE and his team ALL the superlatives are merited. They take a sincere interest in their clients, are quick to answer phone messages and emails and work efficiently as a team keeping the client fully informed. They never appear hurried and they make one feel like s/he is their most important client; even Chuck is never too busy to respond. I’ve mentioned to them that in the few months I’ve been with Hidden Wealth Solutions they’ve spent more time getting to know me and they hold to a higher degree of integrity than any of the other investment firms I’ve dealt with in the past. In short, I view all the members of the Hidden Wealth Solutions team as outstanding fiduciaries who who bring credit and distinction to the investment industry. It is a pleasure to submit these comments which are submitted without reservation.

The Hidden Wealth Solutions Team has been incredible to work with, and they are truly helping to educate my husband and me to make financial decisions that will set us up for the future. When it comes to saving money for retirement, you often hear about 401k plans only, but the team has enlightened us on many other, and arguably better, alternatives. They also take the time to put the information into layman's terms so... READ MORE that we can understand processes that can be rather complicated. This has been a great team to work with and I can't recommend them enough.

We have had a very positive experience with “The Hidden Wealth Solution. Our objectives were to simplify our financial picture, try to consolidate more of our financial management under one comprehensive umbrella and to have exposure to some alternative investment opportunities while reducing our tax exposure as much as possible. Chuck and his were able to accomplish all of this. I have much better confidence with our family’s financial legacy due to the diversification we... READ MORE now have. The process was thorough and complete. I would highly recommend Chuck and his entire professional team to anyone who is interested in a full review of their own financial situation and the opportunities they might present.

The Hidden Wealth Solutions have great customer service and do their best to help you make good investment decisions. Of course, they can't guarantee how your funds will do--there is some risk depending on what you invest in. If you want a fool-proof investment, you should keep it in your savings account or a CD. In this volatile market, my accounts are doing better than expected.

Exceptional customer service. They transformed my retirement plans into something much better than what I had on my own. A creative and innovative firm.

The team at Hidden Wealth Solutions is first rate. They have a professional approach to helping clients based on their research and subject matter expertise. They took all the time needed to educate my wife and myself about a personal financial strategy that will help us prepare for a more financially secure retirement focused on reducing our investment risk, increasing our investment returns, and minimizing the negative impact of paying higher income taxes... READ MORE on our retirement savings than is required. Their plan was creative and customized specifically for us and will benefit our children as well. We are grateful for their respectful manner and personal caring professionalism. We comfortably recommend them to everyone.