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