Transparency & Regulatory Disclosures
As a registered investment advisor, we are committed to full transparency. The documents below provide detailed information about our services, fees, professionals, and regulatory obligations.
Firm Disclosures
Firm Brochure (Form ADV Part 2A)
This document provides detailed information about our firm, including our services, fee structure, investment approach, and regulatory disclosures.
Client Relationship Summary
Client Relationship Summary (Form CRS)
A concise overview of our services, fees, and responsibilities designed to help you better understand your relationship with our firm.
Privacy Policy
Privacy Notice
We are committed to protecting your personal information. This document explains what information we collect, how it is used, and how it is safeguarded.
Our Advisors
These documents provide background information, qualifications, and disclosures for each financial professional at our firm.
Mark D. Olson, CFP®, MSFS, AIF®, CLU®, ChFC®
Founder & Principal
Irene Stolte, ChFC®, CLTC®, LUTCF®
Financial Advisor
Michael A. Ferrara, CFP®, LUTCF®,
Financial Planner
