WADE OLSON, CFP^®

This is a picture of my Grandpa Arthur (on the left) in 1955. He was a farmer in central Iowa and this is how they threshed oats at harvest time. Over 60 years later, I don’t really know much about his daily routine but I do know what giant footprints he left in the lives of his descendants. Consider this … his formal education stopped after 8th grade, he never learned algebra but successfully ran a 280-acre farm, sent four children to college, and died a millionaire. He also passed along a strong Christian faith and was a strong role model on how to love your wife and family. To this day, family reunions are common and divorces are non-existent within my generation and above. Some call this dumb luck. I call it a generational blessing of multidimensional wealth. In a word, we are FORTUNATE.

What does this mean to you and your family legacy???
My passion is learning about your unique family structure. Once I know how your family is blessed (also known as – “Fortunate”), I get a huge amount of personal satisfaction helping to strengthen, preserve and protect your family’s relationships and traditions. Fortunate Family Office is designed to help families navigate the complicated interactions among investments, financial goals, taxation, estate planning, charitable gifting, legacy planning, college planning and overall generational advancement.

I am a CERTIFIED FINANCIAL PLANNER^TM as well as an Investment Advisor Representative (IAR) with over a decade of practical experience. I follow a fiduciary code of conduct for all clients.

For more about my history or firm’s background, we proudly participate in the FINRA BrokerCheck program. Just look up my name or Western Wealth Management.