Olson Wealth Group is pleased to announce that Sharon Olson and Nicole Scanlon have received the 2023 Five Star Wealth Manager award. To receive this prestigious award, Sharon and Nicole were evaluated based on 10 objective criteria associated with providing valuable services to clients including industry credentials, client retention rates, experience, assets managed, and firm

Olson Wealth Group founder, Sharon Olson, CFP®, CEPA, shares her perspective in The Experts section of The Wall Street Journal regarding 20 Ideas for Adjusting Your Stock and Bond Portfolio on how to manage your portfolio in these volatile markets. Read the full article here.

Matching earned income to assist your child in starting retirement contributions can be a beneficial way to motivate your child as they embark on their employment journey while also helping them to get a head start on retirement savings. Sharon Olson explores how you can potentially turn your child’s first job into a future retirement

Sharon Olson was recently featured on the podcast, Poised for Exit, hosted by Julie Keyes. The podcast features business owners and professionals who discuss topics, experiences, and lessons relevant to small businesses with actional steps. During her episode, Sharon talks about how she got her start as an entrepreneur at the ripe old age of

In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why family offices can and should cater to the unique needs of women. Read the Full Article Here

We are proud to share Sharon Olson’s recent article featured in the Minneapolis Business Journal. Read Article Here

We are proud to share that Nicole Scanlon was recently quoted in the article below from GoBankingRate. Read Article Here

We are proud to share the following article, recently published in the Minneapolis / St. Paul Business Journal Leadership Trust. Read the full article here

In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why multi-family offices can help clients, particularly women and first-generation wealth creators, navigate the complexities of sudden wealth. For many business owners, the path to success involves relentless hard work, plowing their profits back into the business,

We are pleased to share that our founder, Sharon Olson, was quoted in Forbes about how retiring business owners can help protect themselves and their families by working with a family office to coordinate their financial affairs and manage liquidity. “The sale of a business can present retirement challenges to business owners and their families.