Broker Check

Our Approach

What We Do

We help our clients create a financial plan that is laser-focused on their unique financial situation. Each client’s plan informs our investment management strategies. We also provide expert solutions in many other areas, including business owner exit strategies, optimizing retirement savings, advising on philanthropic endeavors, legacy transitioning, and education funding.

Our Process

Our Process

We maintain strong, long-term relationships with our clients, organizing all types of investments, transferring assets, and managing family debts. We make our expertise accessible 24/7 to ensure our clients always have us available to guide them when making a financial decision. A family legacy takes professional navigation that transcends shortsighted market predictions, which can result in monetary losses and other issues in the long run.

Our top priority is to provide the right decision first that benefits our clients’ wealth management overall. The work we do for our clients is extensive but helps us eliminate mistakes and narrows financial choices to the best options.

Discover

With every new relationship comes a set of unique financial circumstances. Through an open informal discussion, we uncover what is important to you and your family, where you are now, and where you’d like to be in the future.

Plan

For each family we draft our plan from the ground up. We consider all aspects of your financial picture including your estate plan, tax circumstances, and current investments. With all of these in mind, we develop a plan customized to your unique situation. Our execution, delivery, and ground up approach is what sets Olistico apart from other firms

Our Process

Agree

Olistico Wealth is built upon integrity and trust because your best interests are our greatest motivators. Like a great personal trainer that tailors a program specifically to where you are, how you’ve trained over time, and your current circumstances, we will help you achieve your goals, respectfully challenge you, and manage the emotions that come with the planning process.

Implement

Our individually tailored solutions are designed to allow you to make more informed and effective decisions. This approach gives you the opportunity to feel relieved, self-assured, and confident about your wealth.

Review

We take great joy in helping clients attain the lifestyle they’re striving for, maintain that lifestyle for the rest of their life, and retain that lifestyle for generations to come.

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