Wealth Management with Care and Integrity
Work with a financial advisor that is invested in your goals and dreams.
TRUSTED
Work with a financial partner who will walk with you through everything that life brings your way.
INDEPENDENT
Work with a truly independent financial advisor who is free from pressure by large investment firms or big banks.
How is Tea Olive Capital different? We ask questions and WE LISTEN!
Where Do You Want Your Financial Roadmap to Take You?
Bringing Your Entire Picture Together: One Piece at a Time
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. Our financial advisors seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Tea Olive Capital, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our client, and we have built our firm around helping you succeed. Contact us today to get started.
Tea Olive Capital is all about YOU!
In a world driven by cloud computing, artificial intelligence, and social media, Tea Olive Capital stands for something timeless:
Face-to-face, human-to-human financial guidance.
Because your future deserves more than algorithms—it deserves a relationship.
Get to know Gil Allensworth, Founder and Senior Wealth Advisor at Tea Olive Capital, as featured in International Business Times.
8 Timeless Principles of Investing
Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Financial Services Focused on You
At Tea Olive Capital, your goals and dreams come first.
We offer a wide range of financial services—from investment management and insurance to customized strategies and planning—but our focus never shifts: we’re here for you.
Designed for You
A New Approach to Financial Planning
Does life just happen, or do you plan for it?
At Tea Olive Capital we utilize a comprehensive approach to help you design your masterpiece. Starting a new career, getting married, having and raising children, preparing for college, family changes, planning for retirement, buying a vacation home, preparing for aging parents, planning dream vacation(s) and many other life events might be part of your financial plan.
No matter your situation, we are here to help map out your future providing the flexibility you will need to make course adjustments on your journey.
Ready to take the next step? Let’s build a plan that’s as unique as your future.
Take control and learn about where your money can go today.
Take the first step to personal investing with our library of financial education resources:
Lifestyle
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Insurance
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.