What is unique about Oliver Capital
Attention to detail.
Discipline and structure.
along with an abundance of quality time spent listening
to our client needs and goals, clearly separates us from the rest
of the pack. Our
Comprehensive Wealth Management analysis will clearly point
out the areas of weakness within your current financial plan
and offer specific solutions
to strengthen those areas.
Furthermore, long after the initial
Comprehensive Wealth Management analysis is completed, we
will continue to monitor
your progress towards your financial goals to ensure that
you remain on track to achieve the financial goals set forth.
In other words,
we will provide the discipline and structure that
often lacks in well laid plans.
In selecting a financial advisor, there are several factors to consider.
Some characteristics are obvious: education, experience, integrity.
Additionally, the individual who will guide you to financial
security should have a sixth sense about money. He should be
a good listener,
inquisitive, and willing to educate. He should be able to see
the big picture and know when to involve your other advisors.
Oliver Capital Management uniquely embodies all these attributes.