%20PNG%20-%20FINAL.png)
%20PNG%20-%20FINAL.png)
Plan for the Future.
Live for Today.
Personalized wealth management for individuals and families who want more than investment advice.
We bring your financial life together through thoughtful planning, investment management, and ongoing guidance, so you can make confident decisions today while building toward what's next.
25+
Years of Experience
CDFA
Specialized Divorce Financial Planning
nationwide
Servicing Clients Across the Country
independent
Backed by Stratos Wealth Partners & SEI Investments Company
At Olympia Wealth & Life Management, our mission is to educate and empower you to take control of your financial future with confidence. We’re committed to inspiring you to unlock your potential, build lasting wealth, and live the life you’ve always envisioned. From planning for retirement to pursuing your biggest dreams, we’re here to guide you every step of the way toward a confident, fulfilling, and prosperous future.
Decades of Experience.
Guidance: That Feels Personal.
Decades of Experience.
Guidance: That Feels Personal
For more than 25 years, Olympia Founder & CEO, Sherri Kitzberger, CDFA has helped individuals and families navigate the decisions that shape their financial lives.
Her philosophy is simple: wealth isn't just about accumulating more. It's about creating the freedom and confidence to live well today while preparing thoughtfully for tomorrow.
Decades of Experience.
Guidance: That Feels Personal.
For more than 25 years, Olympia Founder & CEO, Sherri Kitzberger, CDFA has helped individuals and families navigate the decisions that shape their financial lives.
Her philosophy is simple: wealth isn't just about accumulating more. It's about creating the freedom and confidence to live well today while preparing thoughtfully for tomorrow.
Our Pillars of Service
Our approach is rooted in key pillars that provide the structure and support needed to navigate every stage of your financial life with clarity and confidence.
Where connection comes to life
At Olympia, some of the most meaningful connections happen outside the office.
Our events are designed to bring people together to learn, connect, celebrate and enjoy the moments that make life meaningful.
.jpg)
Upcoming Events
