Steve Olson, Founder and Managing Member of Atlantic Wealth Partners, prides himself on a tenacious approach that sees you as a valued partner. This mindset ensures Atlantic Wealth Partners stays in what Olson calls an “action-oriented” posture. Drive the outcome.
An entrepreneurial, aggressive, consummate professional, Steve Olson’s Atlantic Wealth Partners mirrors that same image in spirit and operation. Olson began his business career at what most would consider an early age. He might tell you he began far too late. That’s the drive you want in your partner.
Steve’s experience spans over a decade of focused tax planning, legal strategy interpretation, investment management, and advisory services to wealthy individuals and families throughout the U.S. Over the course of his still young career, Steve provides counsel and management on individual assets and portfolios—encompassing a combination of securities, real estate, privately held businesses and other alternative investments—ranging in value from $5 million to over $400 million in value. His pioneering the Personal CFO service is purpose suited to business owners, entrepreneurs, real estate investors, physicians and land developers focused on non-traditional, creative, income and estate tax minimization and dynamic investment risk management strategies.
Steve takes a comprehensive approach to every engagement. Operating from an ethos of partnership, Olson develops client strategies as if planning for his own family’s future needs and security.
Olson provides actionable, appropriately motivated counsel and solutions.
Steve is an alumnus of Old Dominion University and the University of South Florida where he studied Finance and Criminology. Steve resides in Jupiter, Florida. A true Floridian at heart, Steve is a waterman. In his free time that’s where you’ll find him spending time with his children, Stephen and Callie.
“I started at one of the big name firms. I saw the machine at work. I’ve taken the processes of the machine and matched them to my effort, ethics and enthusiasm. People deserve a partnership. That’s where my interests and motivations align with yours.” –Steve Olson
Aggressive has often meant “pants on fire,” sometimes overly ambitious investment strategies and tools. Aggressive in the sense Atlantic Wealth Partners practices is the determined, zealous guardianship and advocacy of your personal investment capital and savings.
Understanding what we do and the how and why of it all, positions you to inform our success.
By understanding your objectives and the changing circumstances of your life, Atlantic Wealth Partners remains proactive, strategic and visionary in logically evolving our approach.