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.

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About Olympia

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.

Meet Sherri

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.

Meet Sherri

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.

Comprehensive Financial Planning

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Investment Management & Wealth Building

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Divorce & Life Transition Planning

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Estate Planning & Tax

Strategies

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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.

Vino & Vision

Turning goals and dreams into a vision for what's ahead.

Explore

Women & Wealth

Bringing women together for meaningful conversations about life and wealth.

Explore

Margaritas & Market Talk

Making market conversations approachable and engaging.

Explore

Next Up... Meet Sierra! 🐶

Sierra would spend every minute outside if she could! She loves camping and especially loves when there’s snow on the ground. ⛺🌲❄️

Whether she’s camping, playing in the snow, or simply enjoying the fresh air, Sierra is happiest outdoors. 🐾

🤍 Belongs To: @arianna.kitz

💼 Olympia Job Title: Director of Outdoor Adventures ⛺

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up... Meet Ivy! 🏔️🐶

Ivy is an outdoors girl through and through. She loves going on hikes, exploring the trails and, most importantly, SNOW! ❄️ Give her a snowy day and somewhere to explore, and she’s one happy pup.

🤍 Belongs To: @arianna.kitz

💼 Olympia Job Title: VP of Hiking & Snow Days 🥾❄️

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up... Meet Nova! ⛺🐶

Nova is always ready for her next adventure! She LOVES going camping, especially when she gets to hang out in her tent. But don’t expect her to stay clean for long. If there’s mud nearby, Nova will find it…and probably roll in it. 😂🐾

Camping + mud + unlimited energy = Nova’s perfect day.

🤍 Belongs To: @arianna.kitz

💼 Olympia Job Title: Director of Camping & Outdoor Activities ⛺

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up... Meet Nala! 💕🐶

At just 8 months old, Nala has already figured out that her big brother Nash is the coolest dog around. Her favorite activities include playing with Nash, jumping on Nash, following Nash and, basically, doing absolutely anything Nash does. 🐾

🤍 Belongs To: @alex_kitz @grantp38

💼 Olympia Job Title: Junior Associate & Professional Little Sister

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up... Meet Nash! 🎂🐶

Nash has one very important question: Why can’t every day be your birthday?! 🎉 After all, birthdays come with the BEST treats.

When he’s not busy being the best big brother to Nala, he’s patiently waiting for the next birthday celebration. 🦴

🤍 Belongs To: @alex_kitz @grantp38

💼 Olympia Job Title: Chief Treat Officer

👉 Swipe to see Nash’s favorite birthday treats!

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up... Meet Rocco! 🤍🐶

Rocco is a professional cuddler who believes there’s no such thing as being too cozy. His favorite things include snuggling up, wearing his sweaters, and spending time with his big brother, Diesel.

Rocco takes his naps very seriously. 💤 Swipe to see a few of his favorite napping spots!

🤍 Belongs To: McKayla

💼 Olympia Job Title: Chief Cuddle Officer

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Tomorrow is the big day! 🤍 Join us in wishing Sherri’s daughter, Alex, and her soon-to-be husband, Grant, a beautiful wedding day and a lifetime of love, happiness, and unforgettable memories together. Cheers to the happy couple! 🥂💍

@alex_kitz @grantp38

#Wedding #OlympiaWealth

Next Up... Meet Diesel! 🐶

Diesel loves his toys and spending as much time outside as possible. His absolute favorite place in the world? On a boat! Give him some sunshine, fresh air and a boat ride, and he’s living his favorite day. ☀️🌊

And when a boat ride isn’t an option, you can usually find him outside relaxing in his dog pool!

Swipe to see Diesel living his best pool life!

🤍 Belongs To: McKayla

💼 Olympia Job Title: Director of Outdoor Operations

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

Next Up…. Meet Koda! 🥾🐶

Koda is always ready for an adventure! Her favorite way to spend the day is hitting the trails, exploring somewhere new, and getting in a good hike. If there’s a trail to follow, Koda is ready to lead the way. 🏔️🐾

🤍 Belongs To: Sherri

💼 Olympia Job Title: Director of Adventure Planning 🥾

We’d love to meet your dogs too. 🐶 Send us some of your favorite photos, their name, and a few of their favorite things!

#OlympiaDogs #OlympiaWealth #LiveforToday

First up… Meet Micki! ☀️🌴

Micki is happiest soaking up the sunshine and going for long walks. Her absolute favorite place in the world is Hermosa Beach, California, and if she had it her way, every day would be a beach day. 🏖️🐶

🤍 Belongs to: Sherri

💼 Olympia Job Title: Director of West Coast Operations 🌴

#OlympiaDogs #OlympiaWealth #LiveforToday

Yesterday was National Dog Day… but at Olympia, we think dogs deserve more than just one day. 🐾🤍

So we’re keeping the celebration going!

We’ll be introducing you to some of the four-legged members of the Olympia family. We’d love to meet yours too. 🐶

📸 Send us a photo of your dog, their name, and a few of their favorite things!

We have a feeling this celebration might last a while… 🐾

#DogsofOlympia #LiveforToday

First up…. 🐶🦴

NVIDIA (NVDA) reports its Q2 earnings after the market closes today. While it is just one company reporting, NVIDIA has become an important indicator of the strength of AI demand and technology spending.

What could tonight’s report mean for investors?

✨ Strong results could support continued momentum across the technology sector.

✨ AI chip and data center demand could provide a look at whether the AI investment cycle remains strong.

✨ A weaker-than-expected report or outlook could create volatility, particularly with expectations already high.

✨NVIDIA’s guidance for the months ahead may be just as important as the earnings numbers themselves.

✨ As one of the largest companies in the S&P 500, NVIDIA’s reaction can have an impact on the broader market.

Results are expected around 4:20pm EST. We’ll be watching! 📈
#OlympiaWealth #FinancialAdvisor #Nvidia #NVDA

That’s a wrap on LPL Focus 2026 in San Diego! 🌴✨ An amazing week filled with inspiration, learning & fun!
#LPLFocus #OlympiaWealth #Inspiration #Connection #FinancialAdvisor

Ending LPL Focus 2026 with a private concert from @carrieunderwood ! 🎶✨ I can’t think of a more perfect way to wrap up an incredible few days in San Diego! 💚 #LPLFocus

Monday at LPL Focus ✨ Learning from industry leaders, gathering new ideas, and getting inspired about what’s next for Olympia.

We’re excited to take what we learned and turn it into an even better experience for the people we serve. 🤍
#OlympiaWealth #LPLFocus2026 #Learning #Growing

What better place to celebrate abundance than Rodeo Drive? ✨

After crushing some big goals for 2026, the Olympia team took a little time to celebrate together, complete with matching bracelets to remember the moment. 🤍

We’re incredibly grateful for the clients who trust us and make what we do possible. Because true wealth isn’t simply about having more. It’s about having more of what matters: meaningful experiences, relationships, choices, and memories.

Here’s to celebrating the wins and experiencing the abundance along the way. 🥂

#RodeoDrive #OlympiaWealth #FinancialAdvisors #

The Olympia team has landed in California! 🌴☀️

We’re here for the LPL National Conference, spending the next few days learning from industry leaders, connecting with fellow advisors, and bringing home new ideas to make the Olympia experience even better for our clients.

Always learning. Always growing. Always looking for ways to better serve you. 💚
#OlympiaWealth #FinancialAdvisors #LPLFocus2026

Spotted: Three Olympia VIPs taking on the Indiana Dunes. 🌊🧢
#NationalPark #OlympiaWealth #Clients

Checking in from our Santa Monica office this week. Feeling incredibly grateful for how far Olympia has come and excited for everything ahead. ☀️
#santamonica #financialadvisor #financialfreedom

2026 Olympia Open 🏓✨

What an incredible evening of connection, friendly competition, and fun! Thank you to everyone who joined us and made this such a memorable night! We can’t wait to see you at the next one!
#pickleball #olympiawealthandlife #finance #beachwood

🏓 THE OLYMPIA OPEN

Join us for an evening of pickleball, connection, and fun!

📅 Thursday, July 30
🕠 5:30–8:30 PM
📍 The Pickle Club
Broadview Heights, OH

✔️ All skill levels welcome
✔️ Beginner-friendly instruction
✔️ Food & refreshments
✔️ Bring a guest!

Spots are limited!
RSVP today through the link in our bio.

#OlympiaWealth #OlympiaWLM #Pickleball #PlanForTheFutureLiveForToday

This weekend, the Olympia team had the honor of celebrating McKayla and Jake as they began their next chapter together. 🤍💍

Celebrating love, new beginnings, and unforgettable moments. ✨ Congratulations to McKayla and Jake! We were so grateful to celebrate alongside you as you embarked on this exciting journey together.

Wishing you a lifetime filled with love, laughter, unwavering support, and countless reasons to celebrate. Cheers to your forever! 🥂

Just returned from an incredible week in Maui, Hawaii, surrounded by some of the most inspiring women in our industry at a Mastermind Retreat 🌺

Grateful for the opportunity to learn from one of LPL Financial’s top female advisors, @thejuliacarlson , alongside an amazing group of female advisors, entrepreneurs, and business leaders who are all committed to growth and excellence. ✨

Between powerful mastermind discussions, leadership development, and even a reflective walk through a labyrinth, this week was a reminder that growth isn’t always about moving faster. Sometimes it’s about creating space to gain clarity, perspective, and vision for what’s ahead. 🌱

This week reinforced that Olympia’s future is bright. We’re continuing to build, evolve, and move forward with purpose, bringing fresh ideas and an even stronger commitment to helping our clients pursue their goals with confidence.

The best investment we can make is in our own growth, because when we grow, so does our ability to serve others.
#olympiawealthandlife #womeninfinance #mindset #mastermind

A special weekend celebrating McKayla and this exciting season of life. 🤍✨

We had such a wonderful time celebrating her bridal shower and are so excited for her and Jake as their wedding day gets closer and closer.

Congratulations, McKayla! 🤍

#OlympiaWLM #BridalShower #CelebratingLife

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

Their courage, service, and selflessness are the reason we enjoy the freedoms we have today. As we spend time with family and friends this weekend, we remember those who gave everything in service to others.

#MemorialDay #HonorAndRemember #OlympiaWLM #GratefulHeart #NeverForgotten

One of the most rewarding parts of what we do is helping people feel confident stepping into their next chapter. 🤍

At our Vino & Vision event, Mark shared how sitting down with Sherri and walking through a personalized retirement analysis completely changed the way he viewed retirement and his future.

From “Do I retire or keep working?” to understanding what was truly possible, having clarity changed everything.

Financial planning is about more than investments.
It’s about confidence, peace of mind, and creating a life you feel excited about. ✨

#OlympiaWLM #RetirementPlanning #FinancialConfidence #WomenAndWealth #LifePlanning ConfidenceAndClarity

Education.
Confidence.
Clarity.

Three things we believe can completely change the way someone feels about their future. 🤍

At Olympia Wealth & Life Management, we believe financial planning should feel empowering, approachable, and deeply personal.

Because when you truly understand your finances, everything begins to shift.

You feel more grounded in your decisions.
More confident in where you’re headed.
More in control of what’s ahead.

Our mission is not just to create financial plans.
It’s to help people build lives that feel aligned with their goals, values, and vision for the future.

A plan that supports the life you want.
And the freedom to enjoy today while preparing for tomorrow. ✨

#OlympiaWLM #FinancialFreedom #FinancialConfidence #FinancialPlanning #WomenAndWealth

WE DID IT. 🤍✨

We have officially hit one of our biggest Olympia goals, and it’s hard to even put into words what this moment means to us.

These past three years hold so many memories… the big dreams, the milestones, the celebrations, and all of the moments in between that helped shape Olympia into what it is today.

What started as a vision has grown into something even more meaningful than we could have ever imagined, and none of it would be possible without the incredible people who have trusted us along the way.

To our amazing clients: thank you. Thank you for believing in us, supporting us, growing with us, and allowing us to be part of your lives and your journeys. Your trust means everything to our team, and we never take it for granted.

This milestone is not just ours — it belongs to every single person who has been part of the Olympia story. 🤍

And the best part?

We’re just getting started.

#OlympiaWLM #MilestoneMoment #GratefulHeart #WomenInBusiness #FinancialPlanning DreamBig OlympiaGrowth CommunityAndConnection

We had such an amazing time at last night’s Margaritas & Market Talk event! 🌮📈

At Olympia Wealth & Life Management, we believe financial conversations should feel empowering, approachable, and real. Creating a space where people can learn, ask questions, connect, and feel more confident about their future is exactly why we do what we do.

From market conversations and meaningful connections to margaritas and lots of laughter, it was such a fun evening spent with an incredible group of people.

Thank you to everyone who joined us and helped make the night so memorable. And a special thank you to Harbor Capital for sponsoring the event and supporting our mission of bringing education and community together.

We’re already looking forward to the next one. 🤍

#OlympiaWLM #MargaritasAndMarketTalk #FinancialConfidence #WomenAndWealth #MarketTalk FinancialPlanning CommunityAndConnection

This is why we do what we do. 🤍

Because behind every financial plan is a story.

A story shaped by experiences, family, and the beliefs we’ve carried since we were kids.

Watching our clients move from a lifetime of “not enough” to a place of clarity, confidence, and peace…

That’s the impact.
That’s the purpose.

At Olympia, we believe financial planning is just as emotional as it is strategic.
Because when your mindset shifts, everything else begins to change. ✨

#OlympiaWealth #FinancialFreedom #FinancialAdvisor #MoneyMindset #FinancialConfidence

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Plan for the Future. Live for Today.

25+

CDFA

nationwide

independent

Decades of Experience. Guidance: That Feels Personal.

Decades of Experience. Guidance: That Feels Personal

Decades of Experience. Guidance: That Feels Personal.

Our Pillars of Service

Where connection comes to life

Vino & Vision

Women & Wealth

Margaritas & Market Talk

Join Our Email List!

​

Follow us on Instagram

Plan for the Future.
Live for Today.

Decades of Experience.

Guidance: That Feels Personal.

Decades of Experience.
Guidance: That Feels Personal

Decades of Experience.
Guidance: That Feels Personal.