FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce a new addition, Charles (Chip) Olson, who joins the team as Partner. Chip brings over 35 years of experience in financial planning and investment management strategies, in addition to working with trusts & estates. Chip builds deep and genuine relationships with his clients, carefully listening to their wants and needs to develop customized solutions that help them achieve their individualized goals. Previously, Chip was a Senior Wealth Advisor at Wilmington Trust, a subsidiary of M&T Bank, where he focused on business development and wealth preservation strategies.
“I am thrilled to be joining the Connecticut Wealth Management team as it’s the perfect fit for high-net-worth individuals and their families, business owners, and nonprofits. With more than 35 years of providing personalized advice to this market, I appreciate what is most important to clients and am confident I have found the ideal home for them,” stated Chip Olson. “Aside from the genuine culture, which is built with integrity, trust, and the highest service standards in the industry, the team’s expertise, depth, and breadth of offering makes the decision to join CTWM a no-brainer. Perhaps most importantly, the customized and tailored approach to delivering team-based solutions for each relationship is what helps the firm stand apart from the competition.”
“Over the course of the two decades I’ve known Chip, I’ve seen him to be a terrific person, a charismatic leader, and someone who genuinely cares about others,” stated Kevin Leahy, CPA/CFP® President and CEO of CTWM. “These traits and more are visible to anyone who interacts with Chip. With our shared philosophy of how to treat and serve clients, he adds to our experience working with multi-generational families and a deep understanding of trusts and estate planning to CTWM’s offerings.”
Chip holds a Master of Business Administration (MBA) in finance from the NYU Stern School of Business and a bachelor’s degree in economics and sociology from Hobart College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) licensee.
A current resident of Simsbury, Chip is active in the surrounding community, and currently serves on the Investment Committee for the United Way of the Capital Region and is a former chair of the Connecticut Estate & Business Planning Council.
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About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.