Dividend Wealth Advisors
Dividend Wealth Advisors provides comprehensive wealth management services with a focus on a rising income strategy. After a successful career in the “wirehouse” world – Merrill Lynch, UBS and Morgan Stanley, Dividend Wealth Advisors founder, Jim Olson, CFP®, wanted to change his focus from a fickle stock market to something that could provide more consistent performance and market returns. Dividend Wealth Advisors is a boutique wealth management firm with a focus on creating and managing portfolios of stocks with rising dividends. We believe this strategy offers our clients the peace of mind that comes from rising income while still receiving stock market performance. We work with various clients – from young families to those approaching or in retirement with assets of or more.
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Top roles at Dividend Wealth Advisors
3 distinct titles indexed · top 3 shown.
- 2portfolio manager
- 1certified financial planner
- 1president wealth advisor
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