Olson Wealth Group
Overview
Olson Wealth Group is a multi-family office and independent wealth management firm based in Bloomington, Minnesota. They specialize in legacy planning, business succession, and family office services for women, business owners, and wealth creators. Their proprietary SCOPE process is designed to help clients pursue their uniquely important goals by providing a comprehensive and values-based approach to wealth management. The firm offers a range of services, including managing wealth, investment strategies, creating income, business succession planning, sudden wealth management, leaving a legacy, employer retirement plans, social impact initiatives, and their Inspired Life Family Office. They collaborate with clients to develop customized plans that address complex financial issues and support the pursuit of what is most important to them. Olson Wealth Group has been recognized for its innovation and advocacy in the financial industry, boasting a 96 percent client retention rate. Their team comprises experienced professionals dedicated to delivering personalized support and guidance to clients and their families, ensuring a seamless experience and the realization of their financial visions.
Portfolio Companies
Reach Olson Wealth Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Olson Wealth Group
What sectors does Olson Wealth Group invest in?
Olson Wealth Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Minneapolis, United States. Olson Wealth Group is listed as a family office in the ConnectSafely investor database.
What stage does Olson Wealth Group invest at?
Olson Wealth Group backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Olson Wealth Group invest in?
Olson Wealth Group invests across United States.
Who are the partners at Olson Wealth Group?
Team members listed for Olson Wealth Group include Sharon Olson (Founder and Managing Principal) and Nicole Keirnes Scanlon (Managing Director, Wealth Management).
What companies has Olson Wealth Group invested in?
Olson Wealth Group's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Uber.
How do I contact Olson Wealth Group?
Olson Wealth Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
