Olson Wealth Group

At Olson Wealth Group, Inspired Life Family Office, we believe that your wealth is more than just a number. It's a reflection of your hard work, dedication, and passion. As a multi-family office and independent wealth management firm, we're dedicated to helping you achieve your vision and create a lasting legacy.

Our Story

For over 30 years, our team has been providing wise counsel and clear strategy to individuals, families, and business owners who want to preserve and grow their wealth. Our values-based, multi-generational approach is designed to help you achieve your financial goals and create a lasting impact on the world.

Our Services

We offer a comprehensive range of services designed to help you manage your wealth, create an income, and build a lasting legacy. Our services include:

• Managing Wealth: We'll help you create a customized wealth management plan that's tailored to your unique needs and goals.
• Investment Strategies: Our expert investment advisors will help you develop a diversified investment portfolio that's designed to grow your wealth over time.
• Creating an Income: We'll help you create a sustainable income stream that will support you throughout your life.
• Business Succession: Our team will work with you to develop a comprehensive business succession plan that ensures the continued success of your business.
• Sudden Wealth: If you've received a sudden windfall, our team will help you navigate the complex process of managing your newfound wealth.
• Leaving a Legacy: We'll help you create a lasting legacy that reflects your values and passions.

Our Process

Our SCOPE process is designed to help you achieve your financial goals and create a lasting legacy. We'll work closely with you to understand your unique needs and goals, and develop a customized plan that's tailored to your situation. Our team will meet you where you are, and provide guidance and support every step of the way.

Our Team

Our team of experienced professionals is dedicated to helping you achieve your financial goals. Our team is led by Sharon Olson, CFP, CEPA, who has been recognized as a Trust and Estate Practitioner (TEP) by STEP, the global professional association for trust and estate advisors.

Get in Touch

We're passionate about helping you achieve your financial goals and creating a lasting legacy. Contact us today to learn more about our services and how we can help you achieve your vision.