Oliveira Wealth

Oliveira Wealth, LLC, a financial advisor firm based in Modesto, California, was established in 2021 and is wholly owned by Thomas Oliveira. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, Oliveira Wealth is committed to acting in the best interest of its clients. The firm offers asset management services, financial planning, consulting, and retirement plan consulting. Asset management services include tailored portfolio creation and continuous monitoring, while financial planning services cover various financial aspects such as investment, retirement, estate, and tax planning. The firm also provides retirement plan consulting services to employer plan sponsors, assisting in establishing, monitoring, and reviewing retirement plans for employees. Oliveira Wealth manages regulatory assets totaling $272,562,084 on a discretionary basis and $427,819 on a non-discretionary basis as of December 31, 2024. The firm's fee structure includes a maximum annual fee of 1.50% for asset management services, hourly or flat fees for financial planning and consulting, and a fee based on a percentage of plan assets for retirement plan consulting. The firm recommends the use of Schwab as a custodian and broker, offering a range of investment products and services. Oliveira Wealth does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf.