Bloomington, MN (PRWEB) March 21, 2012
Olson Wealth Group announced today that Sharon Olson has been recognized as a NABCAP Premier Advisor, becoming part of an exclusive group of financial advisors who represent the best in quality wealth management in Minnesota.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics and fee/cost structure among other areas.
The NABCAP Premier Advisors were announced in the February 24, 2012 edition of the Minneapolis/St. Paul Business Journal
Providing retirement, estate, investment and business succession planning since 1982, Olson is principal of Olson Wealth Group, an independent wealth governance and investment management firm. The company emphasizes customized strategies and steadfast stewardship, growing and preserving wealth through wise counsel and clear strategies to pursue or work towards clients' highest goals.
*Olson has received other recognition for her high standards for counsel and service. In 2004, 2005, 2006, 2007, and 2008, Worth magazine named Olson one of the nation's "Top 100 Most Exclusive Wealth Managers." In 2008 and 2010, Medical Economics named her one of the "Top 150 Financial Advisors in the Country for Physicians."
Recognized for her exceptional knowledge, creativity, sensitivity, and ability to translate financial issues into layman's terms, Olson has published articles or been featured in the Wall Street Journal, Medical Economics, Financial Planning magazine, Minneapolis Star Tribune, Minneapolis-St. Paul Business Journal, Minnesota Business magazine, Northwestern Financial Review, and Women's Business Minnesota.
Olson's team uses the SCOPE system (stewardship, collaboration, open architecture, preservation, and excellence) to help or assist clients. The firm's financial professionals carefully gather information, collaboratively identify client priorities, provide open-architecture investment solutions, preserve wealth, and offer long-term excellence as stewards and knowledgeable counselors.
"So many articulate, educated people are drowning in financial information," Olson says. "The market goes up, the market goes down, and even the smartest consumers can feel overwhelmed and confused. At Olson Wealth Group, we provide a seasoned financial perspective. Our team works to show clients what's important to their unique situations and suggest strategies that can help clients towards realizing their personal goals."
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit http://www.nabcap.org for more information.
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- Worth Magazine selects the “Top 100 Most Exclusive Wealth Advisors” from hundreds of highly qualified candidates nationwide in a comprehensive review process, following initial client nominations. Candidates are required to provide in-depth responses to questions about their own practices such as financial performance of recommended portfolios and investment concerns of clients as well as demonstrate insight into the current investment climate. Medical Economics selects the “Top 150 Financial Advisors in the Country for Physicians” bases on criteria in selecting Advisors exhibiting a depth of knowledge about a broad range of financial issues, continuing education credentials, experience in the industry, remaining in good standing with the SEC (Securities and Exchange Commission).