Who We Are
We take pride in coordinating all aspects of our clients’ financial needs, and we act as their ‘financial quarterback’. Olistico is an Italian adjective that translates to "Holistic," which reflects and embodies our philosophy. We believe that when all aspects of your financial life work together in harmony, you can achieve true financial strength.
Honesty- We represent ourselves in the most genuine way and take responsibility for our feelings and actions. We are completely transparent with our clients and each other.
Trust- We gain our clients’ trust through our competence, our reliability, and loyalty. We always deliver as promised. If we lose our clients’ trust, we lose everything.
Clarity- We are always precise and detail oriented. We take a steadfast approach to each task and complete them with focus and accuracy.
Innovation- We improve as a firm every day. As technology constantly evolves, our team stays informed to consistently provide the best financial tools to accomplish our clients’ goals.
Integrity- We are who we say we are. We take great pride in our professionalism, quality of services offered, and continually strive to exceed expectations. Olistico Wealth is committed to being the best possible wealth advisory partner for our clients.
The Olistico Wealth Difference
Olistico Wealth is a Registered Investment Advisory (RIA) firm with a fiduciary obligation to our clients. Service is at the core of our business and shapes how we conduct our work.