MINNEAPOLIS (PRWEB) July 07, 2020
Olson Wealth Group announces growth shift with the addition of Nicole Scanlon as Managing Director of Family Wealth. Nikki will provide a wide range of complex needs including the development of family mission and values statements, clarity in family governance, aggregated reporting, and advanced generational wealth programs.
Motivated by her desire to counsel and help clients develop financial confidence, Nikki finds true meaning in her work by building strong relationships with her clients and strategic partners, many whom have become friends and confidants.
“Her in-depth knowledge and acuity for client vision and values will be invaluable as we launch Inspired Life family office services devoted to serving families with deep convictions regarding their wealth,” states Sharon Olson, President of Olson Wealth Group. “As a former estate planning lawyer, Nikki has a particular aptitude in working with clients to develop comprehensive wealth transfer strategies, with specific attention to tax management and charitable giving.”
Earning her bachelor’s degree from the University of San Diego and her Juris Doctorate from Mitchell Hamline College of Law, she also earned her master’s degree in Dispute Resolution from Pepperdine University school of Law. Nikki is a member of the Bar in Minnesota and New York.
“My work as a mediator and attorney has given me the listening skills to work with clients proactively and empathetically to develop a family mission and execute a family wealth plan that bridges the gap across generations,” remarks Nikki. “I’m excited to join this talented team of professionals and bring my experience to Inspired Life family office services.”
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.