Broker Check

Find Clarity in Life and finance Through

Expertise & Integrity

Get Started

Wealth Strategies
For Successful Individuals

Olive Tree Wealth is a comprehensive wealth management firm based in Waltham, MA. Founded in 2008 by Alexandre Oliveira, the firm was created to provide personalized advice to high net worth individuals and corporations working through important decisions such as retirement planning, investment strategies, tax management, and estate planning. Olive Tree Wealth was founded on the belief that financial advice should be transparent while also adhering to three main principles: Clear Communication, Personalization, and Integrity.

Purposeful Planning <br/>Begins Here

Purposeful Planning
Begins Here

Those three principles are the guiding force behind our relationships with clients, as well as the framework for our recommendations. In a world of continued ambiguity and constant change, Olive Tree Wealth seeks to provide clear strategies to clients in a way that simultaneously educates them while delivering results through products best suited for their goals. Since every person’s situation is unique, it only makes sense that each set of recommendations should be as well. Our clients enjoy having a truly customized solution created to fit their needs.

Solutions That Make Sense

We offer a comprehensive array of services intended to help you manage and grow your wealth through every stage of life.

Wealth &#38; Estate Management

Wealth & Estate Management

Coordinate your personal assets and business equity into a unified legacy strategy. We assist in structuring multi-generational frameworks designed to protect family capital and support your distribution goals.

Learn more
Risk Tolerance &#38; Tax Planning Solutions

Risk Tolerance & Tax Planning Solutions

Calibrate portfolio exposure limits against changing market dynamics and professional timelines. Our approach considers the potential impact of taxes on investment returns as part of the overall planning process.

Learn more
Retirement &#38; <br/>Social Security

Retirement &
Social Security

Synchronize executive benefit payouts, deferred compensation plans, and optimal government benefit timelines. We design clear distribution roadmaps intended to support your post-career lifestyle parameters.

Learn more
Life Transitions &#38; Charitable Giving

Life Transitions & Charitable Giving

Navigate business exits, liquidity events, or philanthropic legacy milestones with strategic clarity. We help align major professional changes with structured giving vehicles that honor your personal intent.

Learn more

A Partnership
Rooted in Trust

You deserve a financial relationship that goes beyond simple transactions. We take the time to understand the nuances of your professional life and personal aspirations, ensuring our strategies align with the legacy you wish to build.

Learn more

family next to the pool

WE SERVE A DIVERSE RANGE OF CLIENTS, INCLUDING:

Business Owners & Entrepreneurs

Executives

High Net Individuals

Retirees & Those Preparing for Retirement

Families Navigating Multi-Generational Wealth

Investors Seeking Personalized Guidance

Learn more

When it came time for me to retire, I knew exactly who I wanted to advise me on my long-term financial security. It has been five years since my retirement in 2021 and I am still, to this day, grateful for the advice I have received from Alex.  He has always made himself available to respond to all my questions in addition  to our bi-annual strategy sessions.

- Janet

I have been a client of Alex Oliveira’s at Olive Tree Wealth for over 15 years. I cannot say enough positive things about him! He has invested my money so that it has grown significantly over the years, educating me and keeping me informed about my investments. Alex is always available when needed. His staff is also very knowledgeable and helpful. He really does provide concierge, personal service compared to large financial institutions. I would not trust my future to anyone else!

- Nicki

These statements are testimonials by clients of the financial professional as of the dates given respectively. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Find Clarity in Life & finance

Dedicated To Your Success

Comprehensive

We provide clients with financial planning and investment services, and access to a wide array of investment and insurance products.

Detailed

Building a financial plan or strategy is a process that begins with understanding your current situation and learning your plans and goals.

Experienced

We have more than 20 years of financial planning experience, working with clients locally in New England and nationwide.

Test Your Investment Readiness

Are you on the right track for your retirement goals? Take our brief assessment to gauge your current financial standing and identify areas where a professional strategy could help you optimize your path forward.

Get Started
Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Contact Us
Let's Start the Conversation

Ready to discuss your financial goals with a professional who values integrity as much as you do? We invite you to reach out for a consultation to see if our approach is the right fit for your wealth management needs.

Schedule a Meeting

Olive Tree

Learn more