Olive Tree Wealth Management

Financial Planning for Those Nearing or in Retirement

Financial planner in Broomfield, CO (show on map)

5.0

★★★★★

6 reviews

Olive Tree Wealth Management specializes in retirement planning and wealth management for those nearing or in retirement, serving families in Northern Colorado from Broomfield and Fort Collins.

Call (970) 305-4645

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About

Olive Tree Wealth Management specializes in financial planning for those nearing or in retirement. Their name comes from the olive tree's historical symbolism of peace, trust, and faith.

The firm helps families take away the fear of spending their money in retirement with purpose and precision. Services include estate planning, cash flow management, tax planning, insurance, and investments. The Retirement Destination Process involves Define, Chart, and Navigate phases with Clarity Visit, Collaboration, Philosophy, and Walkthrough steps. The firm serves families in Northern Colorado from offices in Broomfield and Fort Collins.

Fiduciary firm — commitment to acting in clients' best interest

Certified Financial Fiduciary on team

Ed Slott Advisory Group membership (retirement planning expertise)

National Social Security Advisor certificate

Certified Long-Term Care Professional

Tree-based philosophy creating visual, memorable planning approach

Serves Northern Colorado (Denver to Wellington)

Services

Retirement Planning

Comprehensive retirement planning to help clients confidently spend their wealth in retirement.

Income planning Distribution strategy Retirement readiness

Estate Planning

Estate planning to support clients' journey today while preparing for the legacy left to heirs.

Legacy planning Estate document creation

Cash Flow Management

Cash flow management related to retirement funds to keep financial plans thriving.

Income optimization Cash flow analysis

Tax Planning

Tax planning aimed at minimizing tax burden and avoiding unnecessary IRS payments.

Tax efficiency Annual tax reporting

Insurance Planning

Insurance planning as preservation in retirement plans for unexpected life events.

Risk management Long-term care insurance

Investment Management

Investment strategy as the foundation of a financial plan, providing strength and stability.

Institutional investment management Portfolio management

Credentials & Certifications

Certified Financial Fiduciary

National Social Security Advisor Certificate

Certified Long-Term Care Professional

Ed Slott Advisory Group Member

Reviews

Rating

★★★★★

Reviews

"Josh and Aleck have been very reliable and helpful."

Frequently Asked Questions

What is the Olive Tree Wealth Management approach? +

They view financial planning as a journey toward a meaningful destination. In early years, clients are planting seeds and laying groundwork (accumulation phase). As retirement approaches, focus shifts to distribution — living off what has been built while protecting what remains (harvest phase). The financial plan is the root system that anchors everything.

What is the Retirement Destination Process? +

The process has three phases: (1) Define, (2) Chart, (3) Navigate. Steps include Clarity Visit, Collaboration (discussing dreams and goals), Foundational (establishing reliable income plan), Philosophy (exploring options), and Walkthrough (completing the retirement home plan).

Where is Olive Tree Wealth Management located? +

Offices at 14 Garden Center, Broomfield, CO 80020 and 4700 S College Ave, Fort Collins, CO 80525. Phone: (970) 305. 4645, Email: [email protected]

Who does Olive Tree Wealth Management serve? +

They serve families in Northern Colorado, ranging from Denver to Wellington, who are near or in retirement.

What areas of planning does the firm focus on? +

Core areas include Estate (legacy planning), Cash Flow (funds management), Taxes (maintenance and upkeep costs to avoid IRS), Insurance (preservation against unexpected events), and Investments (foundation for financial plan).