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Olympic Wealth Management LLC ADV Part 3 Form CRS Relationship Summarized 1 Date of Brochure as Last Revised: June 12, 2020, Our firm is a Registered Investment Adviser with the Securities and Exchange
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Gather all necessary financial documents such as bank statements, investment statements, tax returns, and insurance policies.
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Schedule a meeting with a financial advisor at Olympic Wealth Management LLC.
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During the meeting, discuss your financial goals, risk tolerance, and investment preferences.
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Work with the financial advisor to develop a customized wealth management plan tailored to your specific needs and goals.
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Olympic Wealth Management LLC is a financial advisory firm that provides wealth management services, including investment management, financial planning, and asset allocation strategies designed to meet the financial goals of individuals and families.
Individuals or entities that have established a financial advisory relationship or investment account with Olympic Wealth Management LLC may be required to file relevant documents and disclosures related to their financial status, depending on regulatory requirements.
Filling out forms for Olympic Wealth Management LLC typically involves providing personal and financial information, including investment goals, risk tolerance, income details, and possibly tax-related information. Specific forms may vary based on the services you are requesting.
The purpose of Olympic Wealth Management LLC is to assist clients in managing their financial resources effectively, enhancing their wealth over time, and helping them achieve their financial objectives through personalized investment strategies and financial planning.
Clients typically need to report personal identifying information, income details, investment goals, assets, liabilities, and any other information relevant to their financial situation as required by the firm's policies and regulatory standards.
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