Olson Wealth Group
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
8500 Normandale Lake Blvd Ste 970, Bloom...Phone Number
(952) 835-1797Website
www.olsonwealthgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Olson Wealth Group
Olson Wealth Group is a multi-family office and independent wealth management firm that specializes in legacy planning, business succession, and family office services. They focus on providing tailored financial guidance to women, business owners, and wealth creators. With over 30 years of experience, the firm employs a values-based, multi-generational approach to help clients preserve and grow their wealth. Their services include investment strategies, income creation, and social impact investing.Explore more
Olson Wealth Group Org Chart
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Olson Wealth Group News & Media
Sharon Olson, CFP®, CEPA from Olson Wealth Group and Inspired Life Family Office® is recognized by STEP, the global professional association for trust and estate advisors
Sharon Olson, CFP®, CEPA, President and Founder of Olson Wealth Group and Inspired Life Family Office®, has been recognized as a Trust and Estate Practitioner (TEP) by STEP, the global professional body for trust and estate advisors. MINNEAPOLIS, April 25, 2024 /PRNewswire-PRWeb/ --...Olson Wealth Group Congratulates Sharon Olson on Being Named a 2023 Notable Woman in Wealth Management by Twin Cities Business
Olson Wealth Group is proud to announce that Sharon Olson, our Founder and President, has been recognized as a 2023 Notable Woman in Wealth Management by Twin Cities Business. (PRWeb April 13, 2023) Read the full story at https://www.prweb.com/releases/2023/4/prweb19276050.htmOlson Wealth Group Honored as an Exclusive Advisory Firm
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. (PRWeb March 21, 2023) Read the full story at https://www.prweb.com/releases/2023/3/prweb19228700.htmAndrew Thomas Schmuhl, JD joins Olson Wealth Group as Chief Operating Officer
Olson Wealth Group, a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, announces business expansion and an investment in growth and operational excellence with the addition of Andrew Thomas Schmuhl, JD as Chief Operating Officer. (PRWeb May 04, 2022) Read the full story at https://www.prweb.com/releases/andrew_thomas_schmuhl_jd_joins_olson_wealth_group_as_chief_operating_officer/prweb18654099.htm
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Olson Wealth Group is a multi-family office and independent wealth management firm that specializes in legacy planning, business succession, and family office services. They focus on providing tailored financial guidance to women, business owners, and wealth creators. With over 30 years of experience, the firm employs a values-based, multi-generati... Read More
