Olson Wealth Group

Description

• You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. We 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-based investment advice. OWG invented SCOPE, an unparalleled and 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. They introduced WealthVision, a financial dashboard for real-time viewing of all client accounts. OWG also added Guided Wealth Portfolios, a robo-advice platform that serves clients and their children who have less to invest and require lower touch access to their adviser.Thank you for visiting our profile. 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.
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  Headquarters:8500 Normandale Lake Boulevard Suite 970, Bloomington, Minnesota, United States

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  Phone Number: +1 952-835-1797

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  Website: https://www.olsonwealthgroup.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Olson Wealth Group

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• |  NAICS Code: 523930  |

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