“True wealth management is more than just telling someone what to buy and sell.”
-Nicholas J.D. Olesen, CFP
Private Wealth Manager
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.