Broker Check

Alexandre Oliveira

Alexandre Oliveira is an independent, investment, tax planning, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. As the Founder and Managing Principal of Olive Tree Wealth, his goal is to assist his clients in reaching financial independence and then managing their resources after retirement. Alex believes in building lasting relationships with his clients and providing them with the financial confidence they need to pursue their short-term and long-term financial goals.

Alex provides comprehensive financial planning on a fee basis. He has experience in retirement planning, tax management, college funding, and estate planning for future wealth preservation and transfer.

Featured in Boston Magazine, Alex is a Five Star Wealth Manager award winner (2015, 2017, 2018)*.  This prestigious award is based on 10 objective criteria associated with providing services to clients such as credentials, experience, and assets under management among other factors.  In 2018, only 19% of candidates in the Greater Boston area were designated Five Star Wealth Managers (Boston Magazine, February 2018).

He has also developed an institutional side of the practice and has an exclusive strategic partnership with Naveo Credit Union, a Massachusetts based institution. Through this partnership he provides guidance and investment services to the credit union and its members.

Active in the community, Alex is a Board Member and a Past Club President of the Waltham Lions Club.  He is also a frequent contributor to the Waltham Boys and Girls Club. 

Prior to founding Olive Tree Wealth, Alex graduated Cum Laude with a B.S. from Bentley University in Waltham, Massachusetts.

When Alex is not working with his clients, he participates in a variety of outdoor activities, including hiking, biking and soccer. He also enjoys traveling, domestically and abroad, and is fluent in both Portuguese and Spanish.

Alex currently resides in Boston, Massachusetts.

* Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.