OUR STORY

The Olympus Capital Difference

We began with a simple goal: to make wealth management accessible, personalized, and comprehensive for families across North Texas. At Olympus Capital, we believe that true financial success goes beyond the balance sheet—it’s about building lasting relationships, fostering trust, and ensuring a future where your legacy thrives.

MEET YOUR TEAM

Our Philosophy: People First, Wealth Second

Our approach to financial planning is rooted in one core belief: Your financial goals are deeply personal. That’s why we put people first, guiding every step of your financial journey with care, expertise, and transparency. From your investment strategies to your estate planning, our services are designed to provide peace of mind today and a secure future tomorrow.

A man in a suit and tie is smiling for the camera.
Chad Rose, MBA, CFP®

Partner

About Chad
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Partner

About Drew

Our team at Olympus Capital brings decades of combined experience in wealth management, investment planning, and tax strategy. Each of our advisors is committed to providing the personalized service you deserve, with a long-term perspective focused on your success. We are not just your advisors—we’re your partners in navigating life’s financial milestones.

GENERATIONS OF TRUST

We understand that true wealth management isn’t just about today—it’s about securing a future for generations to come. At Olympus Capital, we’re here for the long haul. We work with clients from all walks of life to help them plan for retirement, grow their wealth, and pass on their legacy. Our relationships last far beyond a single financial year; they last through generations.

what it means to work with US

COMPREHENSIVE SERVICES

From tax planning to estate planning and investment management, we offer holistic services that cover every aspect of your financial life.

PERSONAL CONNECTION

We pride ourselves on providing the most personalized service possible—tailored to meet your unique financial needs.

LONG TERM RELATIONSHIPS

We’re here to support you through every financial stage, providing guidance for today and planning for tomorrow.

Tailored, Transparent, Trusted

At Olympus Capital, we start with a conversation. We listen, learn, and understand your goals before offering any solutions. Our advisors then create a personalized plan that’s clear, transparent, and built for long-term success. Whether you need wealth management or tax planning, we’re committed to providing you with the tools and knowledge to make informed decisions.

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