Verified Company
Can’t listen to the radio show
I listen to the weekly radio show on KBOI.. and the information is good. However I can’t listen for long.. the Speaker Chuck Oliver ends every other sentence with the word “Right?” So annoying. I start counting them and finally turn it off Almost as bad as people who say “like” all the time. Sorry
Date of experience: 02 November, 2025
Date of experience: 02 November, 2025
We became aware of The Hidden Wealth Solution by listening to Chuck Oliver's radio broadcast that described their services which were exactly what we were looking to accomplish with our retirement and tax planning needs. They explained everything that we should consider when utilizing their strategies. Their team of experts have been reachable and responsive to any needs or questions we have had. We're very pleased!
Hidden Wealth has been extremely easy to work with. Chuck Oliver and his team are by far the best at what they do. Whenever I have questions, they will get back to me quickly and normally within the day. Everyone is knowledgeable and wants to make sure you understand exactly what they are talking about. You cannot go wrong with this team. Hands down they are the best.
Reply from The Hidden Wealth Solution
2024.04.17
Tiffinay, thank you for your five star review. We are a holistic wealth planning practice with a focus on saving unnecessary taxes in retirement. We strive to make sure that our clients understand the strategy we are recommending and then we guide them through every step of the implantation process. We endeavor to answer client questions as quickly and clearly as possible.
For 30 years, my wife and I contributed to a tax deferred retirement account and given the National debt and un-controlled government spending, we were highly concerned about how future tax rates would affect our savings when we began taking distributions. Our tax person and financial advisor could not answer our questions, even though we were persistent in asking about how to protect ourselves from high taxes in our retirement years.
Chuck Olliver and his team not only answered our questions and put us at ease, but they also quickly initiated a personalized tax saving plan customized to our specific financial situation.
Chuck has been professional, friendly, and responsive to us in a way we did not experience with our prior tax preparer and financial advisor.
My wife and I continually recommend Chuck Oliver and the Hidden Wealth Solutions to our family and friends.
Reply from The Hidden Wealth Solution
2024.04.02
Luke, thank you for your review. It was an honor to help you discover and uncover your hidden wealth. Taxes are the largest retirement expense for many and very few people have a plan to deal with them. Many of the people with whom we meet have never had all of the retirement puzzle pieces put together for them so they can understand how they can have a sum that is greater than all of the parts (including the exclusion of unnecessary taxes). Our focus is individualized, comprehensive, holistic retirement planning with an emphasis on reducing or eliminating unnecessary taxes in retirement.
For 30 years, my wife and I contributed to a tax-deferred retirement account. Given the National debt and uncontrolled government spending, we were highly concerned about how future tax rates would affect our savings when we began taking distributions. Our tax person and financial advisor could not answer our questions, even though we were persistent in asking about how to protect ourselves from high taxes in our retirement years. Chuck Olliver and his team not only answered our questions and put us at ease, but they also quickly initiated a personalized tax saving plan customized to our specific financial situation. Chuck has been professional, friendly, and responsive to us in a way we did not experience with our prior tax preparer and financial advisor. My wife and I continually recommend Chuck Oliver and the Hidden Wealth Solutions to our family and friends.
We heard about The Hidden Wealth Solution from Chuck Oliver on a radio podcast. We talked about and scheduled a meeting and was provided an entire team to look at our investments and develop a strategy. It was a potentially life altering decision and a big change from our strategy from many years. There were alot of questions that came up randomly throughout the process. we were provided answers to all of our questions and information to back it up. We are new to the team but have confidence that we will be in a better position moving forward.**** and *************************
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
Reply from The Hidden Wealth Solution
2023.12.04
Nancy, thanks for your five-star review. We have developed a solid process for accessing client needs and matching those needs with the financial programs and services that we provide. We have been meeting with clients remotely using secure, video conferencing solutions for over 20 years. We do not believe in the one-size-fits-all financial solutions that most people are limited to when selecting advisors in their local market. Our process is designed to provide unique solutions that help our clients discover and uncover their hidden wealth.
We also do not believe in a set it and forget it approach to retirement planning. We conduct periodic reviews and adjust our client’s plans as needed in order to maximize their financial well-being. We were honored to help you with your financial plan.
We also do not believe in a set it and forget it approach to retirement planning. We conduct periodic reviews and adjust our client’s plans as needed in order to maximize their financial well-being. We were honored to help you with your financial plan.
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 B *******, Colorado
I have been with Chuck Oliver and his team for 2 years and am totally happy with all the team members. They are very good at what they do and are very easy to access. Very professional and knowledgeable. Very happy that I made the decision to join The Hidden Wealth Solution
Steve Westerberg
Reply from The Hidden Wealth Solution
2023.11.30
Steve, thank you so much for the five star review and kind words about our team. We strive to be accessible to our clients and our response times to our client’s questions. It has been our privilege to help you build and protect your retirement.
I have been using the Hidden Wealth Solution for almost 2 years. The Hidden Wealth Solution has saved me money on taxes starting in 2022 and we have a plan going foreword in future tax years to do the same. When I say "saved money" my tax bill is $0. I wish now that I had discovered Hidden Wealth sooner.
Reply from The Hidden Wealth Solution
2023.11.20
Ron, thank you for your five star review. It has been a pleasure to work on helping you keep more of your hard earned money for yourself, instead of Uncle Sam. Avoiding unnecessary taxes is one of our core strategies and it’s where many of our client’s discover and uncover a good portion of their hidden wealth. While not everyone can be a tax-free retiree, we are glad to have helped you achieve this status.
Very, very helpful and knowledgeable!!
Reply from The Hidden Wealth Solution
2023.11.20
Adrian, thank you for your review. Our focus is on creating a unique solution for each client, based on their individual needs and goals. We don’t believe that “one-size-fits-all" when it comes to retirement planning. Sadly, many people realize late, or not at all, the distinct difference between accumulation and preservation planning. Thank you for allowing us to help you chart a new retirement course.
1 of 2
I had been listening to the hidden wealth radio show with Chuck Oliver, Saturday mornings for a little over a year and was consistently pleased to hear his refreshing conservative stance. Moreover, I was very impressed with his technical acumen, his common sense, knowledge, and ability to explain complex financial techniques clearly and succinctly.
With this in mind, one day, I thought to myself, if he’s that open and transparent with his financial advice on a Saturday morning radio show, what would he be like if he accepted me as a client?
Frankly, I thought, this guy would never take the time to talk to someone like me, as I don’t have millions of dollars to invest. Why, I, just wouldn’t be worth his time.
After almost talking myself out of contacting Chuck, I figured, well, it was at least worth the time to send an E-Mail. So, I sent a message, and I'll be *$%&#@, (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.
Reply from The Hidden Wealth Solution
2023.11.20
R2, thank you for your five star review. Many of our clients first heard about us on our financial educational radio program. In the program, Chuck strives to deliver his weekly financial message in the clearest terms possible. We are glad that you decided to schedule a meeting to speak with us. It is never too late to get started on optimizing your retirement income and assets. Legally and ethically avoiding unnecessary taxes is a great way to uncover your hidden wealth. It was our honor to assist you in doing so.
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.
Reply from The Hidden Wealth Solution
2023.11.13
Richard, thank you for your review and kind recommendation. We specialize in wholistic financial planning, focusing on wealth creation & preservation. We plan for diversification, market loss protection and eliminating all areas of taxes. Our complete wealth planning process involves taking a “deep dive” into our client’s financial situation to fashion an inclusive financial solution that is able to be tracked and managed. Establishing and protecting family legacies is a key area on which we focus.
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.
Reply from The Hidden Wealth Solution
2023.11.13
David, thank you for the five star review and for being a valued client. We design our personalized retirement solutions to build our client’s wealth and to protect that wealth from market losses and unnecessary taxes. Our goal is to design a unique solution for each client and then guide them along the way. We are constantly looking for new and promising financial opportunities for our clients. Changing economic conditions require adjusting various strategies in order to continue the optimization of assets.
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
Reply from The Hidden Wealth Solution
2023.11.09
Peter, thank you for the five star review. Our firm focuses on wealth creation and preservation. We help educate our clients so they can choose how they want to custom allocate their savings into outside-the-big-box store brokerage's typical offerings.
We provide tax savings planning with tax-efficient vehicles. This enables our clients to grow and protect their money with less tax, reduced risk and the ability to have zero losses in down market years.
We strive to answer questions in a timely manner, even if it means working a little later to get the answer. We treat our clients like family and not like a number or just random people. We strive to operate our practice with high touch when it comes to caring for our clients and we greatly appreciate you noticing this.
We provide tax savings planning with tax-efficient vehicles. This enables our clients to grow and protect their money with less tax, reduced risk and the ability to have zero losses in down market years.
We strive to answer questions in a timely manner, even if it means working a little later to get the answer. We treat our clients like family and not like a number or just random people. We strive to operate our practice with high touch when it comes to caring for our clients and we greatly appreciate you noticing this.
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 the 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 extremely quickly (surprisingly, often after regular business hours). Chuck & his team are personable & truly care about my life, not just financially. Highly recommend! Peter Gray
Prior to switching my retirement plan of action to The Hidden Wealth Solution, I spent almost 30 years blindly riding the waves of financial boom and bust with my retirement accounts. Despite the fact that I would build up funds in my accounts over the course of a few years and then subsequently lose a significant amount of what I had earned in the next bust, I kept listening to my financial advisors, who said (after each bust), “Stay the course.” Of course, it wasn’t their money that was evaporating… Finally (I say finally because I had been listening to Chuck ****** on his Hidden Wealth Solution radio program for TWO years, thinking all the while, “I should probably look into this…”), after losing about 25% of my retirement accounts in what I believe will be my last big loss, I snapped and registered for the Retirement Protected webinar. That gave me the impetus I needed to take the next step and start the journey to secure my assets with The Hidden Wealth Solution. My husband and I actually received an education from The Hidden Wealth Solution Team based on our specific situation on how our money would be protected and grow – this was the first time we weren’t asked to just have faith and stay the course! In a nutshell, we are very pleased that we were educated and could participate in key decisions about our money. I highly recommend that anyone who has been riding the boom-bust rollercoaster like we had been register for a webinar with the great folks from The Hidden Wealth Solution. The sense of relief is amazing!
I have been working with Chuck and his team for over 7 years. They have always looked out for getting the very best returns and tax benefits out of my assets. They are always very responsive in making fine tune adjustments as I approach my retirement. The variety of ever improving financial vehicles allows for a comprehensive diversification of assets. They take the extra time to make sure I have full understanding of anything that we are working together on. The personal attention is outstanding! I am always made to feel that I am their best client while interacting with any and all of their team members. I am very comfortable with our relationship and trust Chuck and his team.