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OLSON WEALTH MANAGEMENT, INC. – Your Trusted Financial Advisor
OLSON WEALTH MANAGEMENT, INC. is a leading financial management firm that has been serving clients with excellence for over 20 years. With a team of experienced and knowledgeable advisors, we provide our clients with the expert financial advice and strategies they need to achieve their goals.
How does the advisor help clients – Key Takeaways:
As a financial expert, OLSON WEALTH MANAGEMENT, INC. offers a wide range of financial services to help their clients achieve financial stability and success. These services include:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Our goal is to provide our clients with comprehensive and customized financial solutions that meet their unique needs and objectives.
Facts and Insights
Let the numbers speak for themselves. At OLSON WEALTH MANAGEMENT, INC., we have:
- Over $500 million in assets under management
- 10 experienced financial advisors
- Over 20 years in business
These numbers are a testament to our success and the trust our clients have placed in us.
Financial Services Offered
At OLSON WEALTH MANAGEMENT, INC., we offer a variety of financial services to help our clients achieve their financial goals. Our services include:
- Retirement planning and investment management
- Estate planning and wealth transfer strategies
- Tax planning and optimization
- Insurance planning and risk management
- Education planning for children and grandchildren
- Small business retirement plans
We work closely with our clients to understand their goals and create a personalized financial plan that addresses their specific needs and aspirations.
Client Types
At OLSON WEALTH MANAGEMENT, INC., we serve a diverse range of clients, including:
- Individuals and families
- Retirees
- Business owners
- Trusts and estates
- Non-profit organizations
We believe in building long-term relationships with our clients and providing them with ongoing support and guidance to help them achieve their financial aspirations.
Fees & Compensation
At OLSON WEALTH MANAGEMENT, INC., we are committed to transparency and always strive to align our interests with those of our clients. Our fees are based on a percentage of assets under management and are determined by the complexity of the client’s financial situation. We believe in open communication and clearly discussing all fees and compensation with our clients before any engagement begins.
Background
OLSON WEALTH MANAGEMENT, INC. was founded in 1998 by John Olson, a highly experienced and respected financial advisor. With over 30 years of industry experience, John saw a need for a comprehensive and client-centric approach to financial management and created a firm that puts its clients’ interests first.
Financial Advisor Disclosures to Know
At OLSON WEALTH MANAGEMENT, INC., we believe in transparency and ethical practices. As an SEC registered investment advisor, we adhere to the highest standards of integrity and disclose all potential conflicts of interest to our clients.
No matter what your financial goals may be, OLSON WEALTH MANAGEMENT, INC. is dedicated to helping you achieve them with personalized and strategic financial planning. Contact us today to learn more about how we can help you secure your financial future.