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Wealth Management

Olson Wealth Group provides you distinctive guidance for maximizing wealth.  Wealth comes with great opportunity, responsibility, and an increasing complexity of choices…decisions with respect to whom you share your financial and personal aspirations become paramount. While maintaining and growing your wealth is critical, equally important is developing a strategy for realizing the integrity of your vision and a meaningful legacy.  Our firm specializes in creating tailored strategies to address complex issues and to bring you the freedom to pursue what is most important to you. You control the destination and purpose of your wealth, we steward that process.  In that pursuit, we anticipate issues proactively, strategize for best results, and above all, remain ever present and committed to your success. We invented and use SCOPE, a proprietary wealth management process that helps us do just that.

The five-step SCOPE process includes:

Stewards of Understanding. We meet you where you are.  With a deep understanding of your vision, and values, unique needs and expectations, we tailor your plan, communication and reporting models to your preferences. READ MORE

Collaboration. The diverse talents of the Olson Wealth Group team combined with our deep bench of financial specialists provide specialized expertise and attention for today’s complex demands. READ MORE

Open Architecture. You get investment advice that’s independent, transparent, research-based, and tax-efficient. We are bound by a fiduciary standard when providing advisory services, committed to acting in your best interests every time. READ MORE

Preservation Plan. Utilizing the many capabilities inherent in Olson Wealth Group, we customize a fully integrated wealth management plan with ongoing guidance and actionable steps. READ MORE

Excellence. As your trusted partner, we stay current and react to relevant financial information on your behalf.  You can count on our commitment to bring value and ongoing service to build long-term relationships. READ MORE