Our Focus

“True wealth management is more than just telling someone what to buy and sell.”

-Nicholas J.D. Olesen, CFP
Private Wealth Manager

ComprehensiveServices

We advise our clients on every aspect of their financial life with a genuine commitment to their personal and financial success.

By looking at more than just investments, we are able to give clients a more comprehensive plan for their financial life. We like to think of our clients as the CEO of their family and we are the CFO. Our role is to analyze their financial life and then create strategies that are designed to build, manage, and preserve their wealth. We then, together, make a decision about how to implement these strategies. As an independent wealth management group, we do not offer any propriety products and therefore am able to offer truly unbiased advice.

There are two main areas that make up comprehensive wealth management, financial planning and investment management. Although they are separate topics, they go hand in hand and should always be considered together when discussing wealth management.

Here’s a short overview of our
wealth management services:

Our Services

Financial Planning

Financial Planning

Whether your goal is to retire at 50, pay for your child’s education, or to pass your wealth on, financial planning is an important first step. By starting here, we are able to understand what you are working towards and what’s on the line if we don’t help you succeed.

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Retirement Plan Consulting

Retirement Plan Consulting

Market volatility and new regulations makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. We specialize in building and maintaining compliant plans for businesses.

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Investment Management

Investment Management

Once we understand what clients are working towards, we are then able to help our clients manage their investments in a personal way. Our investment process uses a combination of strategic and tactical strategies, which helps identify trends and entry and exit points.

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Hourly Advice

Hourly Advice

Many individuals and companies have asked for us to provide hourly consulting on their financial situation, small business plan, estate plan, or investment portfolio. Thus, we offer our services on an hourly basis for those looking for a one time consulting relationship.

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