Financial Planning with Olive Tree Wealth
Get sound advice from Olive Tree Wealth today.
Feel confident about tomorrow.  

Comprehensive financial planning with local guidance.

You want to make smart decisions with your money.

But with so many considerations, and so many options, planning your finances can feel confusing

and overwhelming. Let us help simplify the process.

Olive Tree Wealth can offer financial insight and provide access to an array of financial strategies to help you work toward your financial goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Building and managing wealth 

Pursuing a great retirement 

Paying for 
college

Estate
planning

Providing financial protection for loved ones 

Olive Tree Wealth
First, we listen.

Olive Tree Wealth will take time to understand your unique financial needs, and your short- and long-term objectives, then provide straightforward recommendations to help you pursue them. 

Services for every stage of life: 

  • Financial Planning: asset allocation review, tax planning, cash flow analysis, estate planning
  • Qualified Accounts: IRA, SEP, 401(k), 403(b), profit-sharing plans
  • Advisory Accounts: mutual fund wrap accounts, active and passive investment strategies
  • Educational Accounts: 529 Plans, Educational IRAs, UGMAs, UTMAs
  • Brokerage Services: non-qualified accounts
  • Investment Programs: mutual funds, stocks, bonds, REITs, variable annuities
  • Insurance: life Insurance, annuities, long-term care insurance, disability insurance

Alexandre M. Oliveira
CRPC®

Check the background of this firm:

Talk to an advisor today. 

To learn more or to schedule a free financial consultation with Alex, call 781.996.4480, or aoliveira@olivetreewealth.com.

CRPC conferred by College for Financial Planning.

Alltrust Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Financial planning offered through Olive Tree Wealth, a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Alltrust Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using Olive Tree Wealth. These products and services offered through Olive Tree Wealth, LPL, or their affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.