You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. For over 30 years, we have lead with wise counsel and clear strategy. We meet you where you are with a values-based, multi-generational approach to preserving and growing your wealth.
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A February 2026 report from the McKinsey Institute for Economic Mobility estimates 6 million small and medium-size businesses will face ownership transitions by 2035, representing as much as $5 trillion in enterprise value. McKinsey describes this as the Great Ownership Transfer and flags a troubling undercurrent: Without deliberate preparation on the part of owners, a
After years of advising multigenerational families, I have reached the conclusion that regular, structured family meetings are one of the most powerful and consistently overlooked tools in multigenerational wealth planning. The Reason Wealth Disappears IIt’s a commonly cited statistic (though hard to pin down in actual research) that 70% of affluent families see their wealth
For many women executives, receiving an offer brings a moment of well-earned validation. Years of navigating complexity, leading through uncertainty and delivering results have led to this opportunity. Yet it is often at this exact point that hesitation appears. The instinct to move quickly, preserve goodwill or avoid appearing difficult can quietly crowd out a
