You Never Settled. Don’t Start Now.

More than 50 years of wealth management

Let's Make A Plan

For Those With

courage

To Take The Road Less

travelled

We knew there had to be a better way to manage wealth. So we went ahead and did it – reinventing and refining an approach that puts you first.

Take Your Next Step

Selective?

Sounds Familiar.
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We Take On Fewer Than
15 New High-Net-Worth Families Per Year.

This helps us to ensure something you know to be true. To do anything well, you need to be focused. By saying no, we’re able to say yes to your growth opportunities.

Get to Know Us

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Wealth Management is About the

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Expertise For Your Life's Passions

You’re looking for new ways to find success and maximize your legacy. We want to make it happen. From business sales to legacy planning, we have multiple processes to help clarify your next steps.

Every Generation Gets Heard

There’s a reason families stay with us. With three generations of advisors on our team, our family looks a lot like yours. This multi-generational approach allows us to take your vision and communicate it to your children and grandchildren—helping to facilitate important conversations to bring everyone onto the same page.

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Our Services

Collective Intelligence

Why limit yourself to one advisor?

While some firms assign you to a single advisor, we’ve found a way we believe works better. At Koss Olinger, you have a whole team ready to support you. You’ll benefit from the expertise of multiple advisors who can understand the details of your life from multiple angles. To see opportunity and turn it into more.

Meet Your Team
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Your Journey Is Your Own

01
Meet With Your Potential Advisor

This is your chance to meet someone from our team and our chance to learn more about you.

02
Craft a Plan For Your Future

Your vision becomes a plan after completing The Wealth Navigator System™. This planning process incorporates the people and goals that are important to you.

03
Optimize Your World And Legacy

The families we work with can receive guidance for generations to come.

Plan with Confidence

When You’re Ready To Start Thinking About What Else You’re Building, Let’s Talk.
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