Oliveira Wealth is a trusted investment advisory firm located in Modesto, CA. With a single office, they cater to the financial needs of their clients. The firm takes pride in serving over 160 individual clients, managing a substantial sum of over $122,513,000 in assets under their discretionary management. Specializing in high-net-worth individuals, Oliveira Wealth excels in tailoring investment strategies to meet their clients' unique requirements. Their compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges, ensuring a fair and transparent fee arrangement. Wit...