Herzberg Olsen Wealth Management is a family-based practice whose professionals are dedicated to providing personalized, goal-based planning and investment guidance for the many different facets of your financial life.
Our Financial Advisors engage in advisory-based* relationships. We embrace a team approach and every member is dedicated to providing unsurpassed service.
Herzberg Olsen Wealth Management has a business succession plan in place to help provide clients with the confidence of knowing the team’s Financial Advisors will strive to carry forward the legacy of the relationship and maintain our standards of client service.
*Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.