Olivia Peluso

How do I help our clients Live a Richer Life®?
I have the incredible opportunity of working with a team of individuals who are dedicated to aligning client’s finances with their values and passions. Helping a client live a richer life goes beyond the balance sheet. It involves fostering a relationship rooted in trust and understanding, approaching wealth holistically, and providing continuous guidance and support as clients achieve their personal and financial goals. These are the experiences I am committed to providing clients.

How do I align my time and money with my values and passions to Live a Richer Life®?
I live a richer life by aligning my time and money with my core values of kindness, connection, and reliability. My life is enriched by the love and support of my family and close friends; they’re my everything. With them as my foundation, I can fully embrace and pursue the things I love most. This includes exploring new places through running and hiking, cozying up with a good book, or skiing the slopes.