MINNEAPOLIS (PRWEB) March 15, 2021
OLSON WEALTH GROUP, a nationally recognized wealth management firm serving a select group of clients and families, announces, Sharon Olson, CFP, has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. Sharon Olson joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute's international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program globally.
The Certified Exit Planning Advisor program certifies advisors who work closely with owners of privately held companies. The program's organizing principle is Master Planning, the alignment of the three legs of the stool (business, personal, financial), executed through the implementation of a process called the Value Acceleration Methodology™.
Olson states, "Many of our clients are business owners who seek to maximize the value of their business integrated within their wealth management objectives. Increasing our expertise with multiple levels of services broadens our services we can bring to our clients."
About Olson Wealth Group:
For over 30 years, Olson Wealth Group has provided wealth management, investment strategies, and family office services with a sophisticated approach. By assisting clients to simplify and synchronize the financial 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-efficient and diversified portfolios over multiple complementary asset classes.
Olson Wealth Group's promise to its clients is to serve as advocates, aligning their vision with their values and life plan. With wise counsel and clear strategies, their goal is to lead with governance to build and preserve wealth. Olson Wealth Group deploys creativity, an innovative approach, and objective advice to create their client's legacy, built to last.
To learn more about Olson Wealth Group, please contact Nicole Scanlon at firstname.lastname@example.org, 952-835-1797
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.