# Olson Wealth Group

Olson Wealth Group is a Multi Family Office based in Bloomington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bloomington, United States
- **Region:** North America
- **Address:** Bloomington, MN, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** olsonwealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/olson-wealth-group

## Regulatory record

- **Reports private funds:** No

## About

Sharon Olson established Olson Wealth Group in 1994. The firm grew from her background in financial advisory services into a multi-family office structure. It now provides coordinated services across investment management, estate strategy, and philanthropic planning. The firm deploys capital across real estate, private equity, hedge funds, commodities, and direct co-investments or SPVs. All activity remains within North America. No specific portfolio holdings or co-investors appear in public materials. Services also include business succession and social impact investing. The team includes named managing directors and LPL-affiliated specialists. Additional structures encompass the Inspired Life Family Office platform and affiliations with YPO, WPO, Forbes Finance Council, and STEP. No recent operational events from the last 24 months are documented. The firm’s architecture centers on its SCOPE process and alignment with LPL Financial for trust and investment services. This setup supports legacy planning without a single-family mandate.

## Sectors

- Healthcare Services
- Real Estate
- Private Equity

## People

- Sharon Olson — President and Founder
- Dale Skogstad — Managing Director and Portfolio Strategist
- Courtney McClimon — Director of Operations

## Questions

### Who runs investment decisions at Olson Wealth Group?

Sharon Olson serves as President and Founder. Dale Skogstad acts as Managing Director and Portfolio Strategist. LPL Financial personnel including David Meier and Justin Moore contribute to investment philosophy and portfolio construction.

### How is Olson Wealth Group structured relative to LPL Financial?

The firm operates as an independent advisory partnership aligned with LPL Financial. This arrangement supplies trust services, research access, and platform support while preserving separate ownership and client relationships.

### What investment types does Olson Wealth Group use?

Confirmed types include commodities, direct co-investments or SPVs, hedge funds, private equity, and real estate. All deployment occurs within North America.

### Does Olson Wealth Group maintain philanthropic structures?

The firm references philanthropic planning in client services. Named affiliations include the Ann Bancroft Foundation, Arroyo Grande Community Hospital Foundation, CentraCare Foundation, and Wings for Widows.

### Where does the underlying wealth originate?

Wealth traces to founder Sharon Olson’s entrepreneurial success in financial advisory services. The firm now stewards capital for multiple families nationwide.

## Related profiles

- [OLS Capital](https://altss.com/profile/ols-capital)
- [Omega Capital S.L.](https://altss.com/profile/omega-capital-s-l)

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Last updated: 2026-06-03T20:00:00.000Z

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