Olive Tree Wealth
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
40 Crescent St Ste 230, Waltham, Massach...Phone Number
(781) 996-4480Website
www.olivetreewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Olive Tree Wealth
Olive Tree Wealth is a comprehensive wealth management and financial planning firm located in Waltham, MA, founded in 2008 by Alexandre Oliveira. The firm specializes in providing objective advice to high net worth individuals and corporations on retirement planning, investment strategies, tax management, and estate planning. Guided by principles of clear communication, objectivity, and integrity, Olive Tree Wealth aims to deliver customized financial solutions tailored to each client's unique situation. Their services include financial planning, investment services, and access to a variety of investment and insurance products.Explore more
Popular SearchesOlive Tree WealthAlexandre OliveiraOlive Tree Wealth ManagementOlive Tree Wealth Management IncOlive Tree Wealth Mgt LLCSIC Code 62,628NAICS Code 52,523Show more
Olive Tree Wealth Org Chart
MW
Administrative Assistant
JG
Administrative Assistant
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Olive Tree Wealth is a comprehensive wealth management and financial planning firm located in Waltham, MA, founded in 2008 by Alexandre Oliveira. The firm specializes in providing objective advice to high net worth individuals and corporations on retirement planning, investment strategies, tax management, and estate planning. Guided by principles o... Read More
