Olive Tree Wealth Management

A client’s story recently got me thinking: What sets commitment apart from good service? True commitment reshapes priorities and drives us to act—not out of obligation, but because it simply feels non-negotiable. In this blog, I explore how commitment shows up in life and work in ways that are hard to define but impossible to ignore. As always, I’d love to hear your thoughts.

Was That Really Good Service? Or Was it Commitment? – Olive Tree Wealth Management Was That Really Good Service? Or Was it Commitment? Published on: Wednesday, March 26, 2025 A client of mine recently lost her mother. The client, along with her father and brother, cared lovingly for the mother who suffered from dementia for several years, first at home and then by visiting and ass...

In my latest blog, I talk about why I became an advisor and why I'm still so passionate about it.

Why I Became a Financial Advisor – Olive Tree Wealth Management Why I Became a Financial Advisor When you read an account of a topic like this, the writer usually starts with a story such as “when I was a child, we had no money” or “I always knew I wanted to be…”. I have no such story. I’m from a working-class family and my parents were practical, no...

It's going to be hard to beat the response I got to my last blog about my dad. But here's trying! Can we use our level of happiness to benchmark our wealth? Check it out.

https://olivetreewealthmanagement.com/a-totally-new-way-to-benchmark-our-wealth/