In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article, she discusses when it might be beneficial to consider a multi-family planning office and how it may benefit you and your family’s current and future financial needs. You can read the full article here.
In this Forbes article, Sharon Olson, President and Owner of Olson Wealth Group, speaks about how a multi-family office can provide infrastructure, support, and specialized services for families as they manage liquidity, risks, and financial complexity in the wake of a business transition. You can read the full article here
We are pleased to share that our President and Founder, Sharon Olson, has published an article with the Minnesota Society of CPA’s about how business owners can deal with the impact of sudden wealth that often comes with a liquidity event. Sharon advises those in this position to assemble a team of advisors that are
Olson Wealth Group is proud to announce that Sharon Olson, our Founder and CEO, has been recognized as a 2023 Notable Woman in Wealth Management by Twin Cities Business. Twin Cities Business’ Notable Women in Wealth Management list recognizes outstanding women professionals who are making a significant impact in the wealth management industry in the
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
Our Managing Direction, Nicole Scanlon, was recently featured on MoneyWeave Academy about how women should prepare differently for retirement. For more information, please read the full article here.
Our Managing Director of Family Wealth Management, Nicole Scanlon, was recently featured on GoBankingRates.com for her thoughts on how much women should be saving for retirement to reach their financial goals. For more about how to best reach your financial goals in 2023, please read the following article here.
Our President and Founder, Sharon Olson, was featured in the Minneapolis/St. Paul Business Journal for her thought leadership about how business owners can leverage data correctly: “There’s an old saying: ‘Garbage in, garbage out.’ Start by making sure you have quality data. Clearly define what you are trying to accomplish, measure and answer with data.
Olson Wealth Group is pleased to announce that Sharon Olson and Nicole Scanlon have received the 2023 Five Star Wealth Manager award. To receive this prestigious award, Sharon and Nicole were evaluated based on 10 objective criteria associated with providing valuable services to clients including industry credentials, client retention rates, experience, assets managed, and firm
Olson Wealth Group founder, Sharon Olson, CFP®, CEPA, shares her perspective in The Experts section of The Wall Street Journal regarding 20 Ideas for Adjusting Your Stock and Bond Portfolio on how to manage your portfolio in these volatile markets. Read the full article here.