Olympus Wealth Management, Llc
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
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Verified contacts
9
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
113
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- VT
Valerie Tanner
Senior Client Service Associate · Customer/Client Service
EmailPhone - SB
Scott Bird
Co-founder and Managing Partner · Other
EmailPhone - JJ
John J. Mather
Associate Wealth Advisor · Finance & Accounting
EmailPhone
Showing 3 of 9 verified contacts
Top roles at Olympus Wealth Management, Llc
7 distinct titles indexed · top 7 shown.
- 2associate investment manager
- 2wealth management intern
- 1associate wealth advisor
- 1client services associate
- 1co-founder and managing partner
- 1co-founder, managing partner and chief investment officer
- 1senior client service associate
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