Who We Serve and What We Do Best
People are complex. We’re always changing, and we have millions of things going on at any given time. But at the end of the day, we simply want to know, “Where am I?” and “Will I be okay?” We want to feel secure and in control of the quality of our lives. But many people feel worried, anxious, or confused about their money.
At WealthBuilders, our mission is to serve people by helping them learn the answers to both questions, then guiding them to and through retirement so they can live a more prosperous life. What we do best is making the complicated simple and understanding what matters most to our clients so we can be a thoughtful steward of their complete financial picture.
Who We Serve
WealthBuilders was founded with the goal of helping couples and individuals going through periods of transition, such as the empty-nester stage, nearing or entering retirement, career changes, the loss of a spouse, or coming into an inheritance. They are generally pre-retirees or recently retired and realize they need help with this next stage of their lives. Whatever their situation, our clients come to us because they are looking for a personalized touch and desire to work collaboratively with a valued partner who can help them pursue their financial goals.
What We Do
WealthBuilders is a financial services firm with a people-first mindset. Our services encompass everything from financial and retirement planning, investment management and tax strategies, to charitable and estate planning. We take a holistic approach, combining your personal values with your financial goals, personalizing our services to manage your unique needs.
Our work is about more than designing portfolios and strategies; it’s about the relationships we have with our clients. Our clients value us to help them work toward the dreams they have for themselves and for those they care about. We never lose sight of how powerful that is.
What Makes Us Unique
Our passion for our clients and providing personalized service is what sets us apart from other firms. We know each client is a unique individual, with their own fears and dreams, needs and goals. That’s why we work hard in everything we do—to create an ongoing relationship that is tailored to their priorities and values. We love teaching clients and collaborating with them to help them pursue their goals. It’s a highly communicative, collaborative, and educational approach. Maybe we’re a bit old-fashioned. We’re okay with that.
Are You Ready for Something Different?
Your wealth management plan should be as unique as you are. It should encompass your current financial situation as well as your future goals and dreams. With over 20 years of experience in financial planning and investment management, our WealthBuilders team has the knowledge, expertise, and capabilities to create a tailor-made wealth management plan that connects your money with what you say matters. Our team is here for you every step of the way; to retirement and beyond. To learn more about us and how we can help you, please call 715-386-3735 or email info@wealthbuilders.financial.
About Dan
Dan Olsen is the president, founder, and wealth advisor at WealthBuilders, an independent financial services firm based in Hudson, WI. Before becoming a financial advisor, Dan had a nearly 25-year career as an on-air radio personality and spent several years in corporate America.
Dan helps clients build and manage their wealth to create a specific plan for retirement and loves teaching them that being wealthy is about more than just money. Through his distinct collaborative approach, he provides the financial guidance and resources necessary to help clients move forward in life and put their values into action. He loves knowing he has a purpose and that his work and effect on people and their lives matters. Through his education and 20-plus years of experience in the financial world, he has gained extensive knowledge and expertise in the financial industry, including obtaining the Series 7, Series 66 held with LPL Financial, and Life/Health & Accident insurance licenses.
Outside the office, Dan enjoys visiting the Great Lakes with his wife, spending time with his grandchildren, fishing (and ice fishing), listening to ’70s and ’80s music, and supporting charities that address food insecurity, especially with children. To learn more about Dan, connect with him on LinkedIn.