Our Mission Statement

As your Wealth Management Advisor, my team and I will listen, clarify and help prioritize your goals and aspirations. This is essential before developing a personalized financial plan to help you achieve your vision for the future.

And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Our Commitment to every client is to:

  • Provide immediate value to their financial situation,
  • Make a positive impact in their lives,
  • Continue to earn their trust and continued confidence, and
  • Develop long-term and enduring relationships with all my clients.
  • My team and I look forward to serving our community and clients for many years to come!

- Matt Olsen 

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Financial Planning for you and your Business - An Integrated Approach

Your business and personal needs are intertwined throughout the life cycles of your business. Matt Olsen believes this is why an integrated approach through which your needs are evaluated, prioritized and addressed as your business evolves is essential.

Matt Olsen and his team of experts will help bring to you the skill, expertise, and experience of highly qualified representatives, advisors, specialists and advanced planning attorneys. Working with you and your other advisors (accountant, attorney, banker, etc.), our goal is to help build and implement the drivers that create, grow, and protect your business’ value and success.

Northwestern Mutual 

Matt Olsen will provide you with access to a nationwide network of representatives, advisors, and specialists —people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. Matt Olsen strives to call on the full capabilities of Northwestern Mutual, providing each client with a comprehensive financial planning process. Through this financial planning philosophy, our clients feel secure that their intentions have been understood and their needs are being addressed.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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