Financial Advisor for Families
Olympus Wealth Strategies understands the financial challenges unique to Families. We provide planning built around your professional reality, not a one-size-fits-all approach.
Wealth & Asset Management for Families
Wealth & Asset Management
Designed around the planning needs specific to Families.
Financial Challenges Families Face
Managing complex financial decisions unique to Families
Coordinating multiple income sources and benefits
Planning for profession-specific career milestones
Balancing current needs with long-term financial security
Problems We Solve for Families
Complexity of Coordinating All Aspects of a Financial Plan
Olympus seamlessly coordinates every aspect of the financial plan and wealth management strategy for better outcomes.
Uncertainty about Asset Security
Assets are held at Charles Schwab, a trusted custodian with robust security measures and industry-leading safeguards.
Lack of Personalized, Relationship-Based Financial Advice
John Sidery and team provide a highly personalized, family-level service approach that goes beyond numbers, building deep long-standing relationships.
Navigating Life Transitions (Job Changes, Retirement, Business Exit)
Comprehensive services covering 401(k) rollovers, retirement planning, business owner exit strategies, and more.
Why Olympus Wealth Strategies for Families
Olympus Wealth Strategies brings focused experience in serving Families. Our team holds CFP® (Certified Financial Planner), CPWA® (Certified Private Wealth Advisor) designations and understands the financial planning considerations that matter to your profession.
- ✓ Independent fiduciary, legally obligated to act in clients' best interests
- ✓ Highly personalized, holistic approach tailored to each client's unique goals, values, and vision
- ✓ Full-suite of coordinated services covering wealth management, tax, estate, insurance, retirement, banking, and business owner needs
- ✓ Uses Charles Schwab as custodian for robust asset security and transparency
How We Help Families
Wealth & Asset Management
Tailored for the specific needs and milestones of Families.
Financial Planning
Tailored for the specific needs and milestones of Families.
Estate Planning & Charitable Giving
Tailored for the specific needs and milestones of Families.
Tax Planning
Tailored for the specific needs and milestones of Families.
FAQ for Families
What Should Families Look for IN a Financial Advisor?
Look for an advisor experienced in the financial challenges unique to your profession, including compensation structures, career milestones, and industry-specific benefits.
How is Financial Planning Different for Families?
Families face planning considerations that generalist advisors may not fully address, from profession-specific tax situations to unique benefit structures.
When Should Families Start Working with a Financial Advisor?
The earlier, the more strategic your plan can be, but any career milestone is a valuable time to begin or reassess your financial plan.
Financial Planning Built for Families
Reach out to Olympus Wealth Strategies to discuss planning tailored to your professional and financial life.