Olson Wealth Group, LLC

Overview

Olson Wealth Group describes its work as values-based and multigenerational, helping families preserve and grow wealth. Its wealth-management work coordinates investments, taxes, estate planning, charitable giving, family conversations, education funding, insurance reviews, stock options, retirement accounts, and concentrated-stock decisions.

History

The firm says it has served clients for more than 30 years and uses a values-based, multigenerational approach to preserving and growing wealth.

Leadership

Sharon Olson, CFP®, CEPA, is Managing Principal and the firm’s Founder and President. Kevin Fruechte, CFA, CFP®, CPWA®, is Investment Strategist, and Dale Skogstad, CFA, CFP®, is Managing Director. Krista J. Winograd, CFP®, is Director of Inspired Life and serves ultra-high-net-worth clients and families through the Inspired Life Family Office platform.

Services

Olson Wealth Group lists wealth management, investment strategies, income planning, business succession, sudden-wealth planning, legacy planning, employer retirement, social impact, and Inspired Life Family Office services.

Its proprietary SCOPE Process begins with understanding client goals and builds a plan around the client’s whole life rather than only the balance sheet.

Inspired Life Family Office acts as a wealth integrator and coordinator for families, providing concierge-style family-office support.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Business owner services
• Retirement planning

Client Focus

The firm identifies women, business owners, wealth creators, ultra-high-net-worth families, and multigenerational families as key client groups.

Approach

Olson Wealth Group says its investment advice and portfolio construction are independent, transparent, research-based, and tax-efficient. The firm also states that its advisory services follow a fiduciary standard.

The firm states that securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA/SIPC member.

FAQs

Related resources

• LocationMultifamily offices in Minnesota

  The Minnesota multifamily office directory gives families and business owners a way to review firms serving the region. It can help place Olson Wealth Group's investment management, planning, fiduciary, philanthropy, and administrative services alongside other local options when considering where ongoing family wealth needs may be handled.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, beneficiary designations, and related decisions. A reader considering Olson Wealth Group can use these materials to prepare questions about estate planning, trust and fiduciary work, tax planning, and legacy goals before an introductory conversation.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory of family-owned companies with playbooks for ownership, governance, and succession topics. Business owners assessing Olson Wealth Group's services can use it to think through succession planning, family decision-making, and the financial issues that often accompany a closely held enterprise.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding firms and themes across the multifamily office field. Readers can consult it while considering how Olson Wealth Group's investment management, family-office administration, risk planning, and business-owner services fit their household or company's needs.

• Similar firmsSawmill Trust Company
  Okabena Company and Okabena Investment Services, Inc.
  Abbot Downing, a Wells Fargo Business

  Profiles for Sawmill Trust Company, Okabena Company and Okabena Investment Services, Inc., and Abbot Downing, a Wells Fargo Business, offer nearby reference points on this site. Comparing their stated services and client focus with Olson Wealth Group can help a family or business owner identify questions for initial meetings.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.