Olivia Wealth Management is a digital forward investment management, advisory, and planning practice that works with high income families, Individuals, and businesses. We are a family-centered Investment Management and holistic Financial planning firm that believes there is no cookie-cutter investment plan for every client. We are intentional about learning your story to carefully tailor a financial blueprint that fits your unique goals and needs.Olivia Wealth Management may be a new organization, but we have successfully served our clients across the US for more than a decade.We specialize in quality and holistic Financial Planning, Retirement Planning, and Customized Investment Strategies for individuals, families, and businesses. From strategies for efficient management of your employee stock (RSUs, RSAs, ESPP, ESOP) to maximizing income in retirement we have you covered.

Pillar6 Advisors LLC, is a full-service wealth advisory firm specializing in experiential financial planning, and Investment Managment – where life inspires financial decisions, not the other way around.Regardless of physical age, our clients are young at heart and exhibit an unquenching desire to live life to the fullest. Our financial planning, personal investing and insurance services are designed to help our clients achieve their goals and enjoy the lifestyles they’ve worked hard to achieve.Leveraging our proprietary Pillar6 Discovery™ interviews, we are able to identify goals and motivations to provide our clients with optimal financial recommendations based on five distinct areas of personal well-being and forecasted financial success.Because pillar6 is governed by a fiduciary standard, we have unapologetically aligned ourselves with the best interests of our clients and recommend products and services only when we deem them most appropriate for our clients’ unique needs.

Individual Ultra high-net-worth Wealth Management. Muti-Family Office portfolio management Estate Planning | Portfolio Management | Financial Planning | Business Services | Retirement Planning | Insurance ServicesSecurities and Advisory Services offered through World Equity Group, Inc. Member FINRA/SIPC

*Business Development for individual Private Wealth Management. *Oversight of new business prospecting and Canvasing strategies.*Managing relationships and investment opportunities for Ultra high-net-worth Individuals and families.

In this position I gained a very professional business demeanor and a great working knowledge of entrepreneurial and business relationship building habits.*Inside / Outside Sales / all aspects of marketing.*Oversight of daily production meetings *Met with customers for product satisfaction and quality control. *Cash flow, accounts payable, accounts receivable, payroll, inventory control,

Sole inside sales associate / Computer Aided draftsmanG and M code analyzer and writer for CNC machines*Hass Punch press, *Amada break press, *Amada laser (coding, troubleshooting, and Setup) Customer Consultation for custom project satisfaction, prototyping and CAD.

Trained in sales and marketing aspects for the real estate industry.