OLSON WEALTH MANAGEMENT, INC.
SARASOTA, FLORIDA

Olson Wealth Management, Inc., has been navigating the complex world of finance since it started on September 28, 2013. Based in Sarasota, Florida, they've built a reputable financial advisory firm focused on helping clients manage their wealth with confidence amidst an ever-changing market. Their core belief in trust, integrity, and respect sets them apart, enabling a collaborative environment where both professionals and clients work hand-in-hand for growth and protection of assets. With its headquarters at 4077 Flamingo Avenue (and mail received at Sarasota, FL 34242), Olson Wealth Management offers expert financial coaching tailored to each client’s unique situation. They extend these personalized services through an alliance with Blackridge Asset Management, LLC-an SEC-registered firm specializing in investment advice. While they emphasize collaborative work, it's important to note their independence from firms like Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Olson Wealth Management makes accessible a range of financial tools on their website, olsonwealthmanagement.com, including client logins and handy calculators designed to help clients understand their finances better. Clients seeking advice can reach out via phone at (830) 549-3526, (210) 860-7338, or (281) 925-0609 for direct support. Under the leadership of President James P. Olson, and recognized by a Florida Company Status with FLORIDA DOCS ID: P13000080150 alongside a FEI Number: 46-3762835, Olson Wealth Management is committed to ensuring every client achieves their financial goals through personalized service and continual guidance.