Securing Your Future Preserving Your Legacy
Olistico Wealth is a private, independent wealth advisory firm for high net worth families in the Midwest. By developing relationships with affluent families and individuals, often multi-generational, we strive to provide exceptional service and solutions for unique and complex financial circumstances.
Advice and Solutions for the Life You Lead
Affluence is an opportunity our clients face in an ever-changing financial climate. Olistico is a high-end boutique firm composed of educated executives and experienced wealth managers who specialize in proactive and personalized service to wealthy families and individuals facing various financial choices at all life stages. Clients rely on us to provide comprehensive planning and guidance reflecting their unique circumstances, including investment consulting, relationship management, legacy transitioning, and business owner succession strategies.
Wealth Managers Offering Superior Service
We maintain strong, long-term relationships with our clients, organizing all types of investments, transferring assets, and managing family debts. We make our expertise accessible 24/7 to ensure our clients always have us available to guide them when making a financial decision. A family legacy takes professional navigation that transcends shortsighted market predictions, which can result in monetary losses and other issues in the long run. Our top priority is to provide the right decision first that benefits our clients’ wealth management overall. The work we do for our clients is extensive but helps us eliminate mistakes and narrows financial choices to the best options.
