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You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. Our professionals deploy creativity, an innovative approach and independent advice to create your legacy, built to last.
For over 30 years, we have led with wise counsel and clear strategy, meeting our clients where they are with a values-based, multi-generational approach to preserving and growing their wealth. Aligned in our partnership with LPL Financial, the nation's largest independent broker/dealer*, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.
Olson Wealth Group practices open-architecture investing, offering clients objective, transparent, research 0based investment advice. OWG invented SCOPE, a distinctive wealth management process that gives us a consistent measured tool for providing comprehensive planning and brings together all aspects of our clients' financial life.
As the world has changed and our clients have become more successful, OWG has embraced technology to simplify their client's lives and improve client services. We introduced WealthVision℠, a financial dashboard for real-time viewing of all client accounts.
We are stewards for our clients to create a meaningful legacy with maximum impact that supports the things they value and are important to them. Please let us know if we can answer any questions.
*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.olsonwealthgroup.com
For over 30 years, we have led with wise counsel and clear strategy, meeting our clients where they are with a values-based, multi-generational approach to preserving and growing their wealth. Aligned in our partnership with LPL Financial, the nation's largest independent broker/dealer*, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.
Olson Wealth Group practices open-architecture investing, offering clients objective, transparent, research 0based investment advice. OWG invented SCOPE, a distinctive wealth management process that gives us a consistent measured tool for providing comprehensive planning and brings together all aspects of our clients' financial life.
As the world has changed and our clients have become more successful, OWG has embraced technology to simplify their client's lives and improve client services. We introduced WealthVision℠, a financial dashboard for real-time viewing of all client accounts.
We are stewards for our clients to create a meaningful legacy with maximum impact that supports the things they value and are important to them. Please let us know if we can answer any questions.
*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.olsonwealthgroup.com
Overview
Location
United States, Minnesota, Bloomington
Employees
1-10
Founded date
1982
Mentions in press and media 5
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Feb 10, 2021 | Sharon Olson of Olson Wealth Group, accepted into Forbes Finance Council | MINNEAPOLIS (PRWEB) February 10, 2021 Sharon Olson of Olson Wealth Group, which for over 30 years, has provided a holistic and sophisticated approach to the complexities in the areas of investment, retirement, risk management and estate pla... |
| Feb 8, 2021 | 10 Important Financial Factors To Consider During A Divorce | Navigating a divorce is challenging not only emotionally, but also financially. Given the legal ramifications, emotional stress and psychological impact involved in the dissolution of a marriage, people in the midst of this difficult proces... |
| Feb 8, 2021 | How Business Owners Can Keep More Of Their Wealth And Leave A Legacy | Sharon Olson is president of Olson Wealth Group, a family office and independent wealth management firm focused on legacy planning. |
| Jan 28, 2021 | 12 Pro Tips For Smoothly Transitioning A Financial Client To A New Advisor | Clients often develop strong bonds with their financial advisors because of the personal nature of the information they share. However, there may come a time when a longstanding advisor leaves the firm or retires, prompting a handoff of the... |
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FAQ about Olson Wealth Group
When was Olson Wealth Group founded?
Olson Wealth Group was founded in 1982.
What has the press written about Olson Wealth Group?
Parsers VC has collected 5 articles mentioning Olson Wealth Group, among them “Sharon Olson of Olson Wealth Group, accepted into Forbes Finance Council” (Feb 10, 2021) and “10 Important Financial Factors To Consider During A Divorce” (Feb 8, 2021).
Is Olson Wealth Group still active?
Yes, Olson Wealth Group is active; its latest activity on Parsers VC dates from Jul 29, 2021.