Olson Wealth Group

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