Scott Shinnick joins Olson Wealth Group as Managing Director of Advisor Portfolio and Investment Research
Olson Wealth Group, a multi-family office, expands its tailored service of tactical portfolio management to high-net-worth individuals and families to grow and sustain wealth
BLOOMINGTON, Minn., March 25, 2022 /PRNewswire-PRWeb/ -- Olson Wealth Group announces business expansion with the addition of Scott Shinnick as Director of Advisor Portfolio and Investment Research
As Director of Advisory Portfolio and Investment Research, Scott supports Olson Wealth Group's clients and their families by helping the advisors construct customized, comprehensive portfolios and wealth management strategies to fit their client's unique needs. With an acute focus on portfolio construction that seeks to find opportunities that align with our client's expectations and goals, and with Scott's extensive experience he assists the advisors so they can deliver tailored portfolio management advice focused on wealth creation and stability.
Olson Wealth Group's particular approach to investing for high-net-worth families, lends itself well to my varied and extensive background of managing both bonds and equities. By maintaining a tactical eye on our long-term investment strategy, while also investing according to the unique needs of our clients, I am able to continue the businesses history of acute attention to grow and sustain wealth," remarks Scott.
Grounded in hard work from his experience of working with his father in his small-town hardware store, Scott is driven by strong family values and work ethic to serve others. These same values have carried him through his career from earning his MBA in Finance, to managing advisory investments for a family office and high-net-worth clients. These values complement Olson Wealth Group's steadfast effort to provide financial stewardship and support, allowing clients to live inspired lives.
"As a multi- office, Olson Wealth Group strives to attract talent that will advance our commitment to serving the broad objectives of our clients in a way that is prudent to their specific needs. Scott's expansive background compliments this objective by providing in-depth portfolio management for our advisory clients across a broad spectrum of asset classes and investments," explains Sharon Olson, President of Olson Wealth Group.
About Olson Wealth Group
For over 30 years, we have provided a holistic and sophisticated approach to the complexities in the areas of investment, retirement, risk management and estate planning. Bound by a fiduciary standard when providing investment advisory services, clients get research-based advice aimed at providing fee- and tax- efficiency and diversified portfolios over multiple complementary asset classes.
Our promise to our clients is that we serve as advocates, aligning their vision with their values and life plan. With wise counsel and clear strategies, our goal is to lead with governance to build and preserve wealth. We deploy creativity, an innovative approach and objective advice to create our client's legacy, built to last.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Registered states include: AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, ME, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, RI, SD, TX, VA, WA, WI.
Media Contact
Nicole Scanlon, Olson Wealth Group, +1 6128050144, [email protected]
SOURCE Olson Wealth Group
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