FAQs

Tea Olive Capital provides comprehensive wealth management and financial planning services designed to help individuals and families make informed decisions about their money. Our process includes investment management, retirement planning, estate coordination, and risk management strategies—all built around your goals and comfort level.

While many firms focus solely on investments, Tea Olive Capital emphasizes a client-centered approach. We combine technical wealth management expertise with empathy, transparency, and ongoing education. Our philosophy—Transparent Active Money Management—means you’ll always understand what we’re doing, why we’re doing it, and how it supports your financial freedom.

Independence allows us to remain collaborative, flexible, and fully aligned with our clients—without corporate incentives or product restrictions.

Yes. As fiduciaries with advisory clients, we are legally and ethically obligated to always act in your best interest.

Our fees are transparent and clearly explained upfront. We primarily charge based on assets under management, with planning fees applied when appropriate.

We work with pre-retirees, retirees, business owners, and individuals navigating life transitions who value clarity and dedicated guidance.

Yes. Tea Olive Capital offers virtual appointments via Microsoft Teams, chosen for its industry-recognized security and reliability. Whether you’re across town or across the country, we make it simple to meet safely and conveniently.

Our investment philosophy is built around Transparent Active Money Management. We believe in maintaining clarity and communication with clients while actively managing portfolios based on research, analysis, and each client’s specific objectives and risk tolerance.

We understand this concern is common. We work with clients who are serious about their financial goals—whether they’re preparing for retirement, managing an inheritance, or running a business. If your situation calls for guidance and proactive planning, we’re happy to discuss whether we’re the right fit.

Our fees reflect the depth of service, research, and ongoing guidance that clients receive. Beyond portfolio management, we provide personalized coaching, risk assessment, and continuous communication to help you stay informed and confident. The value lies not only in returns but in clarity, organization, and confidence.

Schedule an initial conversation—virtually or in person—to explore whether our approach is the right fit.

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