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Approach

Olistico: Who We Are

Olistico 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. Our team’s three decades of experience working with clients distinguish us from other firms, and we have built our company on honesty, integrity, trust, and innovation. Communication is vital to discover a client’s financial needs and work with them to create a clear path to achieve their goals using specialized investment solutions and collaborating with our trusted network of experts.

Get to Know Us
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Optimizing Your Position in Wealth Management

We streamline our process with high-end technology, connecting us as we continuously adapt to keep you well-positioned in ever-dynamic financial landscapes. As a result, we provide all-encompassing guidance and insight that affluent families and individuals rarely find in the wealth management industry as we understand their priorities and simplify associated financial complexities.

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Our business model consists of a disciplined investment management process and personalized service offering combined with an all-encompassing approach to wealth advisory.
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What Our Consulting Approach Does for You

Olistico coordinates all aspects of a client’s wealth management needs, starting with formulating a financial plan focusing on three essential areas of their lives: short-term liquidity, long-term needs, and legacy planning. Each plan informs our business investment strategies while providing thoughtful and innovative solutions to other areas in clients’ lives, such as business owner succession strategies, educational funding, estate planning, tax codes, and advising on philanthropic endeavors. We comprise our business model with personalized service and a disciplined investment management process, and we combine these qualities with an all-encompassing wealth advisory approach.

What Sets Us Apart From Other Firms

All aspects of your financial and personal life will come into sharper focus as Olistico orchestrates a comprehensive financial plan to manage your wealth. We work with you to help ensure a future you envision by taking stock of your current circumstances. Our team’s three decades of experience, personal approach to service, and compassion for each client set us apart from our competitors. We specialize in a clientele of corporate executives, affluent families, and business owners who rely on us beyond handling financial complexities. We also understand what is important to our clients and provide guidance and insight they will not find anywhere else.

Let’s discuss how Olistico Wealth can help guide your financial journey.

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