Create a Smart, Smooth Transition for Your Wealth
Our Wealth Management services ensure your wealth is properly organized, managed, and passed down to your loved ones according to your wishes. We offer comprehensive estate planning to ensure that your transition is smooth and your legacy is preserved.
Our Approach to wealth management
We take a holistic approach to wealth management. From organizing your estate to analyzing healthcare burdens, we create a strategic plan that meets your goals and values. Our team is here to ensure a smooth transition of wealth, giving you peace of mind for the future.
Comprehensive Wealth Management Services
Our services cover every aspect of wealth management, and we ensure each strategy is crafted to support your long-term goals. These services include:
Organize a Foundational Estate Plan
We help you build a diversified portfolio that fits your risk tolerance and growth aspirations, focusing on sustainable wealth growth.
Build an Estate Plan To Meet Your Goals and Values
We work to reduce tax liabilities, maximize benefits, and ensure that your wealth is being managed in the most tax-efficient way possible.
Complimentary Report: Legacy and Care Diagnostic
This complimentary report offers a comprehensive review of your current estate plan and wealth management strategy, identifying areas for improvement and opportunities to ensure a smoother transfer of wealth to future generations.
Analyze Potential Healthcare Burdens
We assess potential healthcare needs, including long-term care, and incorporate these into your wealth management strategy to protect your family’s future.
Understand Options That Could Be the Most Beneficial for Your Family
We analyze your family’s needs and dynamics, ensuring that your estate plan and wealth management strategy are tailored to provide the most benefit to your loved ones. We help you choose the best tools—such as life insurance, trusts, and other vehicles—to safeguard your family’s future.
Complimentary Report: Comprehensive Life Insurance Review
Our Comprehensive Life Insurance Review helps assess your current life insurance policies to ensure they align with your wealth transfer goals. We make recommendations that optimize coverage to meet your estate and legacy planning needs.
Let's Start yOur Journey Together
At Olympus Capital, we’re eager to serve your community, no matter where you are in North Dallas, McKinney, Plano, or the surrounding areas. We pride ourselves on offering personalized wealth management and financial consulting that builds trust, ensures growth, and creates a lasting legacy.
Contact us today to schedule a consultation and take the first step toward securing your financial future with the trusted advisors at Olympus Capital.
OUR MENU
Richardson Office
3400 North Central Expressway
Suite 110
Richardson, TX 75080
Plano Office
5830 Granite Parkway
Suite 100
Plano, Texas 75024
McKinney Office
300 E Davis Street
McKinney, Texas 75069
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Olympus Capital, LLC (CRD No. 310659) is a registered investment adviser located in Richardson, TX. Olympus Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Olympus Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Olympus Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Olympus Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Olympus Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Olympus Capital, LLC, please contact the state securities regulators for those states in which Olympus Capital, LLC maintains a registration filing. A copy of Olympus Capital, LLC’s current written disclosure statement discussing Olympus Capital, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or from Olympus Capital, LLC upon request. Olympus Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Olympus Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.