Sustaining and managing the family balance sheet and growing and protecting family wealth has its challenges. For that reason, even with a high level of self-efficacy, high-performing leaders often delegate the complexity of coordinating and orchestrating their family’s finances to experts who understand their needs and preferences.

Olson Wealth Group announces growth shift with the addition of Nicole Scanlon as Managing Director of Family Wealth. Nikki will provide a wide range of complex needs including the development of family mission and values statements, clarity in family governance, aggregated reporting, and advanced generational wealth programs.

The Business Journal Leadership Trust asked Sharon Olson and other members to share something they believe should be addressed during your year-end company review. Sharon discusses the importance of employee fulfillment, engagement, and growth. Read More…

During this unprecedented period, many business owners need access to capital. They may need to bridge the gap between today and their next venture, purchase another business, handle unexpected expenses or even pay off debt. Here’s how to do that while minimizing taxes and investment loss.

Amid the COVID-19 Pandemic, investors have a host of wealth management options that make sense for the short and long term. Sharon Olson discusses downside protection portfolios, opportunities, and provisions of the CARES Act.

The Business Journal Leadership Trust asked Sharon Olson and other members to share their tips on how to tactfully stand your ground with a customer who’s in the wrong. Sharon discusses the importance of asking the right questions to build trust, understanding, and how to move toward a solution with clarity and agreement. Read More…

The Business Journal Leadership Trust asked Sharon Olson and other members to share a trend they believe should be on the radars of national decision-makers. Sharon discusses empowering team members to set their own goals.

Minneapolis/St. Paul Business Journal Leadership Trust is an Invitation-Only Community for Top Business Decision Makers in Minneapolis/St. Paul. Minneapolis, MN, May 20, 2020 – Sharon Olson, President of Olson Wealth Group, was chosen to participate in the Minneapolis/St. Paul Business Journal Leadership Trust due to her experience, leadership and influence in the local business landscape.

BLOOMINGTON, MINNESOTA (PRWEB) JULY 27, 2017 Sharon Olson, president of Olson Wealth Group and financial leader who leverages capital as a tool for positive change, is one of 24 applicants accepted into the RSF Integrated Capital Fellowship. This nine month program is the think tank of Integrated Capital, part of RSF Social Finance’s efforts to use

Olson Wealth Group, a nationally recognized wealth management firm is moving to a new suite of offices within the 8500 Normandale Lake Blvd Towers located in Bloomington, Minnesota.