We are honored to share that Olson Wealth Group has been included in LPL Financial’s Chairman’s Council. This elite award is presented to a very select number of high-performing enterprises with exceptional client, financial planning, and investment services.
The Olson Wealth Group team is proud to be recognized for this distinctive honor and thank our clients and partners for allowing us to continue to deliver service that empowers them to focus on what is most important to them. To learn more about this prestigious award, please read the following press release.
Olson Wealth Group, an LPL Financial-aligned enterprise in Minneapolis, today announced their inclusion in LPL’s Chairman’s Council. This elite award is presented to high-performing enterprises with exceptional client, financial planning, and investment services.
“This is an impressive achievement that Olson Wealth Group has earned as a top performer and showcases their dedication to their clients,” said Pete Dorsey, LPL executive vice president, Institution Services. “It is an honor to support Olson Wealth Group with the technology, integrated products and differentiated services that help them run a thriving enterprise. We wish Olson Wealth Group and their entire team continued success as they create meaningful impact in the lives of their clients.”
“The launch of our Inspired Life Family Office™ dedicated to women, C-Suite executives, and generational wealth, has been a catalyst for our growth. Our enhanced services empower families to focus on what is most important to them so they can live their inspired life,” said Sharon Olson, President & Founder of Olson Wealth Group.
The team at Olson Wealth Group serves ultra-high net-worth clients and their families based in Minnesota and across the United States. Olson Wealth Group is a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, business owners, and wealth creators.
Olson Wealth Group is aligned with LPL Financial, a leading wealth management firm. LPL provides the resources, tools, and technology that support advisors in their work to enrich their clients’ financial lives