Steve Olson, Family Wealth Advisor
759 Parkway Street, Suite 104
Jupiter, FL 33477
"Advising Florida's Wealthiest Families with a Modern Approach"
Our Focus: Minimizing Income and Estate Taxes
Analysis, Consulting and Advisory
We work with business owners, entrepreneurs, real estate investors and developers on non-traditional, creative, income and estate tax minimization and investment risk management strategies.
For a select group, we monitor the ongoing execution and integration of all wealth management activities - including legal, accounting and tax needs, along with oversight of investment advisors and investment activity.