Investment Planning is the first phase of Olympic Wealth Management’s two-phase planning process.
At Olympic, we believe that delegating portfolio management to a team of experienced specialists is worthwhile and effective. Our 20-plus years of advising investors has shown that professionally-managed investment plans help:
- Create a broader, better-diversified range of investment opportunity
- Control risks that jeopardize financial security
- Remove fear and euphoria from investor decision-making
- Improve tax control where applicable
- Promote fee transparency
- Reduce stress/complexity and save investors time