The Hidden Wealth Solution

"We first heard about The Hidden Wealth Solution on a Saturday podcast Chuck Oliver was doing. As we have been interested in different ways to use our money without having the tax implications, we decided to investigate further. There was a process in place to see if what we were looking for and what the company offered was something to pursue further. We had several zoom calls with Chuck and his staff. We were able to get to specific needs and goals we had, and Chuck's staff took that information to put together a potential plan. Several things stood out for us which is why we decided to have them guide us moving forward. One, they listened to our needs and desires which they then used to put together a plan for us personally. Their approach is to work with individuals and meet their needs. It is not a one plan for all. Second, we had numerous phone conversations and zoom meetings with absolutely no pressure put on us to move forward until we were ready. Third, we have had questions along the way, once our plan was being put into place. Communication was easy, and they responded quickly. Fourth, there is regular communication with updates through emails. We highly recommend The Hidden Wealth Solution group. Nancy and Jon Burianek Boulder, Colorado"

"1 of 2 I had been listening to the hidden wealth radio show with Chuck Oliver, Saturday mornings for a little over a year and was consistently pleased to hear his refreshing conservative stance. Moreover, I was very impressed with his technical acumen, his common sense, knowledge, and ability to explain complex financial techniques clearly and succinctly. With this in mind, one day, I thought to myself, if he’s that open and transparent with his financial advice on a Saturday morning radio show, what would he be like if he accepted me as a client? Frankly, I thought, this guy would never take the time to talk to someone like me, as I don’t have millions of dollars to invest. Why, I, just wouldn’t be worth his time. After almost talking myself out of contacting Chuck, I figured, well, it was at least worth the time to send an E-Mail. So, I sent a message, and I'll be *$%&#@, (damned), if I didn't receive a response from Mr. Chuck Oliver, Chuck Oliver, himself! He asked to schedule an appointment to discuss my situation We scheduled an appointment, and I remember it being very close to the closing day of the year, (2021), and O., as I remember him saying to call him, give me some very sage advice. His advice suggested I take a $125K and invest it in one of his offerings, and as a result be able to realize an approximate 60% or better tax benefit for the 2021 tax year. Honestly, it was a, very informative, eye opening, valuable, tel-conference."

"We have had a very positive experience with “The Hidden Wealth Solution. Our objectives were to simplify our financial picture, try to consolidate more of our financial management under one comprehensive umbrella and to have exposure to some alternative investment opportunities while reducing our tax exposure as much as possible. Chuck and his were able to accomplish all of this. I have much better confidence with our family’s financial legacy due to the diversification we now have. The process was thorough and complete. I would highly recommend Chuck and his entire professional team to anyone who is interested in a full review of their own financial situation and the opportunities they might present."

"I have been working with Chuck and his team for over 8 years. They have always looked out for getting the very best returns and tax benefits out of my assets and have helped me keep a solid diversification of those assets. They are always very responsive to my requests to meet, and they take the extra time to make sure I have full understanding of anything that we are working on. As I have reached my retirement, Chuck has spent a substantial amount of time tweaking our strategy to maximize asset returns and minimize my tax burden. They constantly review the variety of ever changing financial vehicles. The personal attention that I receive from Chuck and the team is outstanding! They always make me feel like I am their most important client whenever I have a need or question. I am very happy with our relationship and trust Chuck and his team to do the very best for me."

"I've been investing with Chuck & Hidden Wealth Solutions for over a year. While its been a difficult year (2023) in the market, Chuck had directed me into the proper investments to protect my savings. Bring able to find e right combination of investments that results in tax savings in both 2022 & 2023 while growing my nest egg has given me security in troubled financial times. Also, anytime I've had a question, Chuck has responded extreamely quickly (surprisingly, often after regular business hours). Chuck & his team are personable & truly care about my life, not just financially. In response to a recent negative review while there are investment options that are on riskier side of investing, Chuck doesn't force me into any investment that I don't have 100% information to make my decision. I have turned down opportunities presented by Chuck & he has always accepted my decisions with no pressure to change my mind. Hidden Wealth Solutions provides me all the opportunities/information I could ask for... In the end, I am responsible for my investment decisions. There's nothing more I could ask from Hidden Wealth Solutions. Let Chuck help you! Peter Gray"