
SHARON OLSON
Sharon Olson, CFP®, CEPA is the Founder and President of Olson Wealth Group, Inspired Life Family Office®.
Olson Wealth Group is a private, multi-family office, wealth and investment management firm focused on multi-generational planning and education, family cohesion, and unified mission and values.
Growing up on a farm in southeastern Minnesota instilled deep-seated resilience and strong work principles. Sharon recognized the power of financial planning at a young age, saving pennies from her paper route to fund her education. Today, she is a distinguished specialist in family office services and wealth, retirement, estate, investment, and business succession planning, emphasizing smart strategies and solid values.
To support your freedom to live a meaningful and inspired life, Sharon provides clarity to your financial complexities by aligning your team of trusted advisors and family governance. Sharon helps families cultivate governance and ensure seamless generational wealth continuity, while coordinating wealth strategies with your family's unique mission and values and moderated ongoing family meetings focused around a tailored mission statement.
Sharon has appeared in the Wall Street Journal, Medical Economics, Financial Planning Magazine, Minneapolis Star Tribune, Minneapolis-Saint Paul Business Journal, Minnesota Business Magazine, Northwestern Financial Review, and Women’s Business Minnesota.
Sharon is a member of the Women Presidents Organization (WPO), Young Presidents Organization (YPO), and STEP. She serves on the YPO Financial Services Network Executive Board and the Lafayette Club Finance Committee. Sharon is also deeply involved with several nonprofits, including serving as Board Emeritus for the Ann Bancroft Foundation, which focuses on empowering girls, and volunteering with Wings for Widows.
Sharon Olson, CFP®, CEPA is the Founder and President of Olson Wealth Group, Inspired Life Family Office®.
Olson Wealth Group is a private, multi-family office, wealth and investment management firm focused on multi-generational planning and education, family cohesion, and unified mission and values.
Growing up on a farm in southeastern Minnesota instilled deep-seated resilience and strong work principles. Sharon recognized the power of financial planning at a young age, saving pennies from her paper route to fund her education. Today, she is a distinguished specialist in family office services and wealth, retirement, estate, investment, and business succession planning, emphasizing smart strategies and solid values.
To support your freedom to live a meaningful and inspired life, Sharon provides clarity to your financial complexities by aligning your team of trusted advisors and family governance. Sharon helps families cultivate governance and ensure seamless generational wealth continuity, while coordinating wealth strategies with your family's unique mission and values and moderated ongoing family meetings focused around a tailored mission statement.
Sharon has appeared in the Wall Street Journal, Medical Economics, Financial Planning Magazine, Minneapolis Star Tribune, Minneapolis-Saint Paul Business Journal, Minnesota Business Magazine, Northwestern Financial Review, and Women’s Business Minnesota.
Sharon is a member of the Women Presidents Organization (WPO), Young Presidents Organization (YPO), and STEP. She serves on the YPO Financial Services Network Executive Board and the Lafayette Club Finance Committee. Sharon is also deeply involved with several nonprofits, including serving as Board Emeritus for the Ann Bancroft Foundation, which focuses on empowering girls, and volunteering with Wings for Widows.
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- Website:
https://www.olsonwealthgroup.com/ - Phone: +16122374747
- Email:
sharonolson@olsonwealthgroup.com - City: Bloomington
- State: Minnesota
- Postal Code: 55437
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Olson Wealth Group
SHARON OLSON

Issue One: The Annual Exit Magazine

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Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

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Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
