Farmington Financial Firm Adds Simsbury Resident To Team

Courtesy of Connecticut Wealth Management

FARMINGTON/SIMSBURY, CT — Connecticut Wealth Management out of Farmington has announced that Simsbury resident Charles "Chip" Olson is a partner in the group.

According to a company statement, Olsen brings more than 35 years of experience in financial planning and investment management strategies, in addition to working with trusts and estates.

Previously, Olsen was a senior wealth advisor at Wilmington Trust, a subsidiary of M&T Bank, where he focused on business development and wealth preservation strategies.

“I am thrilled to be joining the Connecticut Wealth Management team as it’s the perfect fit for high-net-worth individuals and their families, business owners, and nonprofits. With more than 35 years of providing personalized advice to this market, I appreciate what is most important to clients and am confident I have found the ideal home for them,” said Olson.

“Aside from the genuine culture, which is built with integrity, trust, and the highest service standards in the industry, the team’s expertise, depth and breadth of offering makes the decision to join CTWM a no-brainer. Perhaps most importantly, the customized and tailored approach to delivering team-based solutions for each relationship is what helps the firm stand apart from the competition."

“Over the course of the two decades I’ve known Chip, I’ve seen him to be a terrific person, a charismatic leader, and someone who genuinely cares about others,” stated Kevin Leahy, president and chief executive officer of CTWM. “These traits and more are visible to anyone who interacts with Chip.”

Olsen has a Master of Business Administration (MBA) in finance from the NYU Stern School of Business and a bachelor’s degree in economics and sociology from Hobart College.

A current resident of Simsbury, he is active in the community and serves on the investment committee for the United Way of the Capital Region and is a former chair of the Connecticut Estate & Business Planning Council.

For more information about Connecticut Wealth Management, click on this link.