The Olson Group
The objective of our team is to provide a sophisticated, boutique private wealth experience, backed by the intellectual capital and vast resources of a global wealth management institution. The value we provide is built around the deep relationships we cultivate, the thoughtful strategies we develop, and the highly personalized level of service we provide.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPFA™, CRPC™
AWMA™, CFP®