Investment Management & Wealth Building
Grow with Intention.
Building wealth is about more than just returns—it’s about creating a strategy that aligns with your values, time horizon, and lifestyle. We believe your investments should work in service of your broader goals, providing both opportunity and resilience.
At Olympia, we tailor your investment strategy to support where you are today and where you want to be tomorrow—balancing growth, risk, and flexibility along the way.
Our Planning Approach
Initial Meeting
We begin with a conversation to understand your priorities, values, and long-term goals. Together, we’ll review your current financial picture, explore potential opportunities or concerns, and make sure we’re the right fit for a long-term, valued partnership.
Personalized Plan
Using what we’ve learned, we create a comprehensive plan that reflects your goals and integrates every part of your financial life—from investments to retirement to tax and estate considerations. You’ll walk away with a clear, actionable strategy.
Ongoing Support
After your plan is in place, we’ll keep in touch through regular reviews and open conversations. As life changes, we’ll make updates as needed to ensure your plan continues to reflect your goals, support your decisions, and stay on course for the long term.
Related Insights
Explore helpful articles and resources to deepen your understanding and support your next steps.
The Basics of
Investing
This article by LPL Research introduces the core concepts of investing, from understanding stocks, bonds, and cash equivalents to the importance of diversification and risk awareness. It emphasizes building a strong foundation, setting clear goals, and seeking professional guidance to create an investment strategy that supports long-term financial success.
SEC Guide to Saving and Investing
This article from the SEC offers a roadmap to financial security, stressing the importance of saving early, paying off high-interest debt, and building a long-term investment strategy. It covers key concepts like compounding, diversification, and risk, while showing how informed decisions and professional guidance can help protect your money and grow wealth.
Investing 101: Building Wealth for Your Future
This article by Purdue University introduces the fundamentals of investing, outlining how stocks, bonds, and diversification work together to build long-term wealth. It explains the importance of starting early, managing risk, and setting clear financial goals, while showing how guidance from a professional can help you create a confident investment strategy.
Discover Your Risk Tolerance
Every investor approaches risk differently, and understanding your personal comfort level is one of the first steps in building an investment strategy that feels right for you. Risk tolerance reflects how you respond to market changes, what kind of growth you’re aiming for, and how much flexibility you need along the way.
Once you complete our Risk Tolerance Questionnaire, we’ll help you interpret your results and show you how your unique risk profile fits into your overall financial plan. This understanding is a critical part of aligning your investments with your goals—and making sure your portfolio supports the future you want to create.
