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As an experienced financial consultant, I am at your disposal for private and confidential one-on-one consultations to guide you and help you decide on a tailored investment plan to meet your specific situation.

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My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and transfer your wealth to your children and grandchildren. I do this by working with a team of professionals. Read More

Retirement  Planning

Enjoy the fruits of your labor. Conservative Wealth will help plan for your retirement and excite you for what’s to come.

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College Planning

Rising education costs require a forward-thinking plan. Conservative Wealth can help you prepare for one of life’s biggest investments.

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Business Planning

We believe small businesses are the backbone of America. At Conservative Wealth, we do our utmost to help your business thrive.

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Do you know exactly how much money it is going to take for you to be able to retire comfortably AND stay retired comfortably?

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Olivier Allain is a SmartVestor Pro
Selected by Dave Ramsey

SmartVestor Pros are committed to educating and empowering you. SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.

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Schedule a Complimentary Consultation - Call 631-815-6737

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Wealth Services and Conservative wealth and is not sponsored or endorsed by Cetera or Conservative wealth.

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