Since 1994, Olson Wealth Group has guided families, business owners, and wealth creators through the decisions that matter most. Today, with Inspired Life Family Office® services, we serve as a multi-family office, bringing investment management, tax, estate, trust, philanthropic, and business exit planning together within a single, coordinated strategy.
We serve clients across many stages of wealth, with particular depth in the needs of high- and ultra-high-net-worth families. Our team of CFA charterholders, CFP® professionals, attorneys, a CPA, a Trust and Estate Practitioner (TEP), and a Certified Exit Planning Advisor (CEPA) brings the breadth of expertise that complex wealth demands.
Our work extends well beyond the management of assets. We help families establish governance, prepare the next generation, and convene family meetings grounded in a shared mission. For business owners, we begin planning years before a liquidity event, aligning enterprise value, tax, and estate strategy so that you are prepared when a sale or transition arrives. Throughout, we work in concert with your attorneys, CPAs, and other experienced advisors so that every element of your plan moves in the same direction.
