Olympus Wealth Management, LLC
Investment Management
Cottonwood Heights, UT 1,162 followers
Helping clients across the country manage their wealth and align it with their life’s purpose.
About us
At Olympus Wealth Management we help clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. We begin with the end in mind and first seek to understand our clients' goals and objectives. This understanding helps direct our planning and investment process. As a truly independent company, we become better fiduciaries and can provide access to the best global resources and advice free from bias. For advisory services and disclosures, please visit our website at https://www.olympuswealthmanagement.com.
- Website
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http://www.olympuswealthmanagement.com
External link for Olympus Wealth Management, LLC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Cottonwood Heights, UT
- Type
- Partnership
- Founded
- 2013
- Specialties
- Sophisticated Planning, Investment Management, First-Class Service, and Multi-Family Office
Locations
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Primary
6985 Union Park Center, Suite 435
Cottonwood Heights, UT 84047, US
Employees at Olympus Wealth Management, LLC
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Matthew Bloom-Krull, MBA, CFP®
Co-Founder, Managing Partner and Chief Investment Officer at Olympus Wealth Management, LLC
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Carol Lens, CFP®
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Scott Poelman
Co-Founder and Managing Partner at Olympus Wealth Management, LLC
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Scott Bird
Co-Founder and Managing Partner at Olympus Wealth Management, LLC