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Guiding You to Achieve the Freedom to Pursue Your Passions

Providing Complementary Skills & Diverse Expertise

Simplifying the Complex Needs of High-Net-Worth & Ultra-High-Net-Worth Families

DISCOVER HOW WE HELP

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Tackling the Complexities of Wealth Management so You Don’t Have To

Welcome to Olympus Wealth Management, a Utah-based firm helping clients across the country manage their wealth and align it with their life’s purpose. Our team of specialists strive to act in your best interest, offering you more freedom to focus on what you enjoy most.


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Our Tailored Services

Helping You Achieve
Freedom & Peace of Mind


Organizing Your Assets
While You Focus On Your Business

If you’re planning for a liquidity event, such as selling your business or taking your company public, our team is prepared to help manage your personal finances. Our task is to help you worry less about managing the details of your personal finances and more about leading your business to success.

Our full-service team and technology are dedicated to easing your wealth management concerns before, during and after your liquidity event.

We help address questions like:

  • How much do I need to set aside to protect my lifestyle?
  • How much excess capacity do I have to keep invested in my business or to invest in other businesses?
  • How can I minimize my tax liability?
  • How should my financial and investment plan dovetail with my estate planning?
  • How can I protect what I have created?
  • How can I de-risk the portion of my net-worth that is concentrated in my business?
  • How can I align my resources with my values?

Preparing for a Liquidity Event?

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Our Multifaceted Team Can:


Address Complex Issues

We act as each other’s sounding boards, challenging each other’s thinking to ensure the highest quality of advice. This way, we bring multiple perspectives to the table.

Fine-Tune Your Plans

Our team is well-rounded for the purpose of offering additional skills and knowledge to all your financial concerns.

Coordinate with Professionals

We are equipped to coordinate with your accountant and estate planning lawyer to address tax, estate planning, asset protection and investment concerns.

Not All Planning Is
Created Equal

Wealthy families face complexities that require special expertise. Our experienced team is made up of many specialized professionals—not one person with a limited breadth of knowledge.

We are devoted to making informed Recommendations about your financial, tax-related, legal and generational wealth issues using our four-step process.

Learn About Our Approach



Our Investment Philosophy

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We Believe In:

  • Constructing strategic allocations based on historical metrics and correlations to optimize risk-ratios.
  • Synthesizing global market and economic intelligence from multiple resources.
  • Making tactical adjustments based on factors such as domestic and global economic perspectives, historical and relative valuations, and geopolitical risks.
  • Engaging in thorough due diligence of all investments, managing risk thoughtfully and focusing on people, philosophy, process and performance.
  • Tailoring solutions for you.


Consistent Portfolio Management

Your Needs. Your Risk Tolerance.

We engage in the ongoing work of allocating and selecting your investments on an independent platform with a full depth and breadth of resources. In our view, this platform allows us to be better fiduciaries, free to focus on what is best for you without being limited by institutional bias or proprietary solutions.

We construct an investment strategy to meet your unique needs and risk tolerance, approaching the markets with a family wealth management perspective. Notably, we do not attempt to time the markets. Rather, we stay invested at all times in accordance with your objectives.


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Our MFO Services

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  • Consulting for your entire balance sheet (not just your liquid investments), including building a private equity portfolio and coordinating a request for proposal process with other expert asset managers.
  • Exploring complex wealth transfer strategies.
  • Coordinating family meetings and family education regarding wealth management issues.
  • Facilitating payment of bills and bookkeeping services.
  • Providing additional reporting, such as comprehensive performance reports of all investments and consolidated financial statements.
  • Serving as a point of contact to ensure coordination and avoid duplication by filtering all proposals for your estate, liquid and illiquid investments, insurance or business ventures.


Your Family CFO and Gatekeeper

If your net worth exceeds $25 million and your balance sheet includes or will include significant liquid assets, you may want to engage with our multi-family office (“MFO”). This office manages complexity by being your family "CFO" and gatekeeper.

Every relationship is different. As a result, not every relationship will require all the MFO services we offer. When appropriate, we will have a conversation about your needs and customize a solution for your family.


Want to Learn More About Our MFO Services?

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An All-Inclusive Financial Strategy

Keeping You on Track to
Pursue Your Passions

Our Approach Revolves Around

Your Freedom & Peace of Mind



Gather

Wealth management requires focus. We help you get there by first gathering important information about you and the lifestyle you lead.

Facts and Assumptions

The basics concerning your family, assets, liabilities, income and expenses.

Personal or Financial Goals

Objectives for your financial future, such as capital preservation, income or growth—but also personal goals, such as a vacation home or travel, hobbies, new businesses, wealth transfers and charitable giving.

Remaining Obstacles

The roadblocks stopping you from attaining your personal or financial goals.

Risk Tolerance

The variability you’re willing to risk in your portfolio.


Plan

After gathering information about you, we develop a tailored plan. We’ll make suggestions in order to empower you to make decisions.

Analyze

We analyze how various spending and investing scenarios affect you.

Evaluate

We evaluate your options for spending, saving, and management of assets and liabilities. We will adapt an investment strategy to your unique situation, whether you want to develop your liquid assets or establish strategies for income, preservation or growth.

Consider

We’ll consider various strategies using a team approach that may include your wealth management team, accountant and estate planning lawyer. This encompasses strategy development for:

  • Liquidity events
  • Taxes
  • Estate planning and retirement
  • Wealth transfers
  • Charitable giving
  • Asset protection
  • Business succession
Decide

You always make the call. After considering all of your options and making a decision, we will implement your plan accordingly.


Implement

It’s not enough just to make a plan—we follow up on your decisions with tangible action. We’ve developed a process to implement your investments.

Transfer

In collaboration with your accountant and estate planning lawyer, we prepare the paperwork and coordinate titling issues in order to transfer your assets. Ownership can get complicated, especially when navigating a liquidity event or prenuptial agreement. We ensure joint and separate property remain as such.

Phase-In

For cash investments, we phase in your investments over a certain period of time for dollar-cost averaging. If your assets are already invested, we can transfer those assets and analyze the unrealized gain or loss in order to develop a plan. No matter your situation, we will help you decide the best course of action.

Invest

We craft a distinct investment strategy to meet your goals and risk tolerance. We don’t time the markets and we consider a variety of factors to construct your portfolio.

Coordinate

Coordinating planning strategies with your accountant and estate planning lawyer typically involves discussions among your team of professionals followed by discussions with you. We work to ensure everyone stays focused until completion.


Monitor

Maybe you decide to retire earlier than expected. Maybe you discover a new, compelling investment opportunity. Maybe your risk tolerance shifts or tax laws change.

Your plan is based on variable factors. If your facts or assumptions change, we will work with you to realign your financial plan with your goals by re-engaging in our four-step process.

Our Commitment to You

We recommend meeting with you at least once per year to review your long-term plan and quarterly to discuss your investment performance, which we summarize in quarterly reports.

We are available to speak with you in person, video conference, phone or by email to address whatever needs arise: whether it be general questions, service requests or an introduction to our network.



Does Our Approach
Align With Your Goals?

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THE OLYMPUS DIFFERENCE

Providing Complementary
Skills & Diverse Expertise



We Assemble Our Resources and Experience
To Set You Up for Long-Term Success

Olympus Wealth Management was founded by three partners from J.P. Morgan’s Private Bank who have spent their careers working with high-net-worth and ultra-high-net-worth families. They assembled resources and designed services for the unique needs of similar families. Our team is designed to serve as your long-term trusted advisor.


Detail-Oriented Service

We focus on fewer, larger relationships. That means we prioritize our service to you and address the details that often get ignored.

Global Market & Economic Intelligence

We operate on an independent platform and therefore make decisions without the institutional bias of private banks, wirehouses, or insurance companies. Instead, we draw information and solutions from various global institutions with diverse intellectual capital.

Investment Specialists

We seek to derive a reasonable rate of return for your risk tolerance. Our investment professionals will provide you with valuable insight, not just data.

Strategic Planning Specialists

We help clients with a full range of financial planning, tax planning and asset protection strategies. Our planning professionals include certified financial planners (CFP®s) and former tax and estate planning lawyers who can coordinate closely with your accountant and estate planning lawyer to implement what makes the most sense for you.

Cutting-Edge Technology

We invest in technology to help you stay on top of your finances. Our resources offer quarterly investment summaries, a comprehensive client platform, an online vault and tools that perform scenario analysis.

a separately owned and unaffiliated Industry-Leading Custodian

The safety and security of your assets are of utmost importance. This is why we’ve partnered with Fidelity Clearing & Custody solutions: an industry-leading platform that allows us to curate your portfolio with many investment opportunities to choose from.

Disclaimer

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See What We Offer

EXPLORE OUR SERVICES



Meet Your Specialists

Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money serves as an engine of opportunity.

Executive Team

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Our Team of Interns

Olympus Wealth Management strives to be a talent destination for employees, starting with its team of interns. Olympus typically has two interns who gain experience in investment management, planning, and multi-family office services prior to graduating. Many of the full-time employees at Olympus came through the internship program.

All Employees

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Brad Curtis, AFC®

Analyst
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Brad Curtis, AFC®

Analyst




Brad Curtis is an analyst at Olympus Wealth Management. He assists in managing and preserving wealth for high-net-worth and ultra-high-net-worth clients with a focus on financial planning and investment management.

Mr. Curtis graduated Summa Cum Laude from Utah Valley University (UVU) with degrees in Personal Financial Planning and Business Management as part of their nationally ranked financial planning program. He also earned a Certificate of Superior Business Spanish from the University of Alcalá in Spain and a minor in Spanish from UVU.

Mr. Curtis is an Accredited Financial Counselor® through the Association for Financial Counseling and Planning Education®. He has also passed the Certified Financial Planner® exam and awaits final certification.

In his free time, Mr. Curtis enjoys spending time with friends and family, mountain biking, golfing, water skiing, and the Utah Jazz.

Education & Registrations

BS, Personal Financial Planning, Utah Valley University | Accredited Financial Counselor® | Certificate of Superior Business Spanish, University of Alcalá, Spain

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Jordan Eyre, CFP®

Associate Wealth Advisor
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Jordan Eyre, CFP®

Associate Wealth Advisor


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Jordan Eyre is an associate wealth advisor at Olympus Wealth Management. He manages and seeks to preserve wealth for high-net-worth and ultra-high-net-worth clients with a focus on client management and financial planning.

Mr. Eyre has over 3 years of experience serving wealthy families at Olympus Wealth Management and previously worked as an analyst and an intern at the firm. He has gained exposure to many areas of wealth management throughout his time at the firm and has leveraged that experience to assist clients with a wide variety of planning needs.

Prior to joining Olympus Wealth Management, Mr. Eyre completed his bachelor’s degree in personal financial planning at Utah Valley University as part of their nationally ranked financial planning program. After graduating, he focused on passing the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and currently holds the CFP® designation.

In his free time, Mr. Eyre enjoys family, fitness, church service, boxing, golf, reading and spending time in the outdoors. He currently lives in Riverton, Utah, with his wife and their Yorkshire Terrier, Luna.

Education & Registrations

BS, Personal Financial Planning, Utah Valley University | CERTIFIED FINANCIAL PLANNER™ (CFP®) | FINRA Series 65 Registration

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Alec Johnson

Analyst
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Alec Johnson

Analyst




Alec Johnson is an analyst at Olympus Wealth Management. He assists in managing and preserving wealth for high-net-worth and ultra-high-net-worth clients with a focus on financial planning and investment management.

Mr. Johnson graduated Cum Laude from Southern Virginia University with a degree in Business Administration and Leadership and is currently pursuing his Chartered Financial Analyst® designation. Before joining Olympus Wealth Management in 2021; he worked as an analyst at Goldman Sachs primarily focused on supporting trade execution, booking, and trade settlement across a wide variety of asset classes within Private Wealth Management. Mr. Johnson began his career at Fidelity Investments where he gained experience trading securities and aiding clients in achieving their financial goals.

Mr. Johnson is a passionate sports fan and above all, a basketball enthusiast. When he is not playing or watching basketball, soccer, or golf, he enjoys reading, riding rollercoasters, and snowmobiling. He also loves being involved in the community and has continued a charity that he started as a child that collects hats, gloves, and socks for children in need during the winter months for local school districts. He currently resides in Holladay, Utah with his wife Elizabeth.

Education & Registrations

BA, Business Administration and Leadership, Southern Virginia University | FINRA Series 7, 63 Registrations (Inactive)

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Carol Lens, CFP®

Wealth Advisor
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Carol Lens, CFP®

Wealth Advisor


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Carol Lens is a wealth advisor at Olympus Wealth Management. She comes to Olympus Wealth Management with over 14 years of experience as a trusted advisor in the financial services industry.

Her focus over the years has been on helping her clients reach their goals through customized financial plans tied to a disciplined wealth management program. She has collaborated over the years with her clients and their advisory teams to develop an integrated approach, incorporating their values, investment portfolios, thoughtful estate planning and family dynamics to guide the decision making and ongoing review process.

Prior to joining Olympus Wealth Management, she was a Private Client Advisor with JP Morgan, where an unwavering commitment to serving her clients’ bests interests laid the foundation for a relationship built on trust and respect. She is a CFP® practitioner and committed to providing highly personalized one-on-one service and helping her clients with all aspects of their financial life.

Although a California transplant and graduate of the University of Southern California with a Business degree, she is proud to call Utah home. Having grown up in Nashville, Tennessee, she is a classically trained pianist with a College Preparatory Certificate from Vanderbilt University’s Blair School of Music. Family is of the utmost priority to her and together, they enjoy everything outdoors that Utah has to offer. She lives in Cottonwood Heights, Utah with her husband and two children.

Education & Registrations

BS, Business (emphasis in Marketing/Information Systems), University of Southern California | CERTIFIED FINANCIAL PLANNER™ (CFP®) | FINRA Series 65 Registration

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John Mather

Associate Wealth Advisor
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John Mather

Associate Wealth Advisor


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John Mather is an Associate Wealth Advisor at Olympus Wealth Management. He leverages Olympus’ expertise to provide tailored investment, planning, and multi-family office solutions for clients across the United States.

Mr. Mather began his career with J.P. Morgan Private Bank in Seattle, WA. He worked with managing directors and nationwide subject-matter experts to provide investment, planning, banking, and credit solutions for individuals, families, and foundations. 

Mr. Mather graduated Cum Laude from Brigham Young University’s Marriott School of Business with a degree in strategic management. He is currently working towards the CFP® designation through Boston University. 

Mr. Mather loves the outdoors—particularly time at a family cabin near Yellowstone and Grand Teton National Parks. He enjoys experiencing other cultures and likes to entertain guests. He is also passionate about the arts, aviation, and all things automotive. 

Mr. Mather currently lives in downtown Salt Lake City. 

Education & Registrations

BS, Strategic Management, Brigham Young University |  FINRA Series 7, 63 Registrations

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Stuart Matheson

Senior Wealth Advisor
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Stuart Matheson

Wealth Advisor


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Stuart Matheson is a senior wealth advisor at Olympus Wealth Management. He manages and seeks to preserve wealth for high-net-worth and ultra-high-net-worth clients by providing first-class service and bringing to bear the formidable resources of the Olympus team. More specifically, he helps with coordination of the investment dialogue and integration of the investments with the estate plan, and he helps plan for liquidity events, taxes, estate planning, wealth transfers, charitable giving, asset protection, business succession and retirement.

Mr. Matheson has over 10 years of experience serving wealthy families. Prior to joining Olympus Wealth Management, Mr. Matheson worked as an estate and tax planning attorney at Hale and Wood, LLP, one of Utah’s premier estate and tax planning boutique law firms. Among other things, he focused on complex estate and business planning, large estate administration, simplification of intergenerational multi-trust structures, corporate structuring and maintenance, as well as tax-efficient and self-reliance-focused wealth transfers to descendants. Before Hale and Wood, Mr. Matheson was a shareholder at Matheson & Howell PC, prior to which he was an associate in the Global Project Finance Group of Milbank, Tweed, Hadley & McCloy LLP’s Los Angeles office. In law school, Mr. Matheson served on the Harvard Corporation’s Advisory Committee on Shareholder Responsibility.

Mr. Matheson serves as the Executive Director for the Paul T. Walton, Jr. Charitable Foundation. He enjoys recreating with his family, dining with his friends, serving in his church, reading the Economist and spending time in the mountains. He lives in Kaysville, Utah, with his wife and four children.

Education & Registrations

JD, Harvard Law School | BA, Economics with a minor in Business, Brigham Young University | FINRA Series 65 Registration

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Binoy Parekh

Investment Manager
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Binoy Parekh

Investment Manager


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Binoy Parekh is an Investment Manager at Olympus Wealth Management. He manages and seeks to preserve wealth for high-net-worth and ultra-high-net worth-clients. Mr. Parekh is also a member of Olympus Wealth Management’s Investment Committee and is actively involved in  constructing asset allocations, managing portfolios, manager selection and due diligence across both liquid and illiquid investments.

Binoy has over 11 years of experience in asset management ranging from start-ups, an institutional family office and multi-national corporations. Prior to joining Olympus Wealth Management, Mr. Parekh worked as the Investment Manager for an institutional size ultra-high-net-worth family office in Salt Lake City, Utah where his responsibilities included leading primary investment decisions for the family. He was responsible for allocating assets to fixed income, public equity and alternative investments. Mr. Parekh was also responsible for the sourcing, selection, diversification and monitoring of money managers and commingled funds. Mr. Parekh handled treasury and cash management needs for the portfolios he managed and operated businesses of the family. Prior to the family office, Mr. Parekh spent 5 years at Goldman Sachs Asset Management.

During his free time, Mr. Parekh enjoys reading, fitness, hiking and off-roading. He also devotes time to social causes that he is passionate about in Salt Lake City.

Education & Registrations

Bachelors of Business Administration, University of Texas at Austin | CFA Level III Candidate

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Corey Pederson, CFP®, ChFC®, CLTC®

Associate Strategic Planning Specialist
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Corey Pederson, CFP®, ChFC®, CLTC®

Associate Strategic Planning Specialist


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Corey Pederson is an Associate Strategic Planning Specialist at Olympus Wealth Management. He seeks to preserve wealth for high-net-worth and ultra-high-net-worth clients by focusing on strategic planning. Leveraging his legal and finance background along with his passion for the nuances of estate and tax planning, Mr. Pederson assists clients with planning for liquidity events, taxes, wealth transfers, asset protection, business succession and retirement.

Corey has over ten years of financial and legal experience. Prior to joining Olympus Wealth Management, Mr. Pederson worked as an attorney licensed in California and South Dakota. He ran his own law firm in which he consulted for successful families and their advisors on the client’s estate planning and trust needs. He also worked with various start-up companies, putting in place incorporation and compliance documents and establishing best legal practices. Mr. Pederson also spent time working as a corporate trustee for Wells Fargo, where he managed the day-to-day activities of trust accounts – some dating all the way back to the Civil War. Immediately following his undergraduate degree, Mr. Pederson spent time working as an Insurance Product Consultant, where he supported financial advisors in fulfilling their clients’ insurance needs. This is where Corey was first introduced to the world of tax planning and impact proper planning can have on a family.

Having grown up Salt Lake City, before living in England, Boston, Chile, and Los Angeles, Mr. Pederson has enjoyed returning home to Utah and being close to his family. During his free time, Corey enjoys traveling, being in the outdoors, camping, skiing, hiking and fine-tuning his recipe for smoked ribs and pulled pork.

Education & Registrations

Bachelors of Business Administration, Boston University | JD, Pepperdine School of Law | Certified Financial Planner™ (CFP®) | Chartered Financial Consultant ® (ChFC®) | Certification in Long-Term Care (CLTC®)

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Travis Peugnet, CIMA®, CRPC®

Associate Wealth Advisor
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Travis Peugnet

Analyst


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Travis Peugnet is an associate wealth advisor at Olympus Wealth Management. He manages and seeks to preserve wealth for high-net-worth and ultra-high-net-worth clients with a focus on client and investment management, and financial planning.

Mr. Peugnet has over 4 years of industry experience serving wealthy families. He previously worked as a Private Wealth Analyst at Bank of America Merrill Lynch before joining Olympus Wealth Management.

Mr. Peugnet completed his bachelor’s degree in finance at Brigham Young University. He holds the CIMA® designation, administered by the Investments & Wealth Institute and taught in conjunction with The Yale School Management as well as holding the CRPC® designation.

Mr. Peugnet is an avid golfer and sports fan. He also enjoys spending time with family, reading, learning new things, and being outside. He currently lives in Pleasant Grove, Utah, with his wife Lexie and their two boys.

Education & Registrations

BS, Finance, Brigham Young University | Certified Investment Management Analyst® | Chartered Retirement Planning Counselor℠ | FINRA Series 66 Registration | FINRA Series 7 Registration
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Valerie Tanner

Client Service Senior Associate
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Valerie Tanner

Client Service Senior Associate


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Valerie Tanner is a Client Service Senior Associate at Olympus Wealth Management. Her focus is to develop strong client relationships while delivering an exceptional client experience. She commits herself to ensure all service requests are met in a diligent manner for each client and member of the team. Valerie’s job encompasses many responsibilities, including project manager, trainer and ensuring that team members have the tools they need to do their job effectively. She prides herself on first-class excellence and providing white-glove service.

Valerie brings a strong background in customer service and operational support, with over 14 years in the financial industry. Prior to joining Olympus Wealth Management, she began her career in 2005 at Morgan Stanley servicing high-net-worth and ultra-high-net-worth clients as well as the President’s and Chairman’s Club advisors and their teams. She later transitioned into a management role at the firm and spent 4 years overseeing back end operations and client services. She also served as a Relationship Manager at Addepar, helping RIA firms transition their clients onto the Addepar platform.

Valerie earned her Associates Degree from the University of Phoenix. Outside of work, Valerie enjoys family, friends, live music, church and anything outdoors. She currently lives in South Jordan, Utah with her children and pets.

Education & Registrations

Associates of Arts/Business, University of Phoenix | FINRA Series 66 Registration | FINRA Series 7, 9 Registration (Inactive)

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Landon Thompson

Analyst
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Landon Thompson

Analyst




Landon Thompson is an analyst at Olympus Wealth Management. He assists in managing and preserving wealth for high-net-worth and ultra-high-net-worth clients and leverages Olympus' expertise to provide tailored investment, planning, and multi-family office solutions for clients across the United States.

Mr. Thompson has almost 2 years of experience serving wealthy families at Olympus Wealth Management and previously worked as an intern at the firm. He has gained exposure to many areas of wealth management and investments throughout his time at the firm.

Mr. Thompson graduated Cum Lade from Brigham Young University's Marriott School of Business with degrees in Finance and Portuguese.

In his free time, Mr. Thompson enjoys skiing, fitness, hiking, camping, basketball, soccer, pickleball, traveling, and reading.

Education & Registrations

BS, Finance, Brigham Young University

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Tyson Williamson

Associate Investment Manager
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Tyson Williamson

Associate Investment Manager


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Tyson Williamson is an Associate Investment Manager at Olympus Wealth Management. He assists in managing and preserving wealth for high-net-worth and ultra-high-net-worth clients with a focus on investment management. Mr. Williamson primarily assists with portfolio monitoring and rebalancing, investment manager due diligence, portfolio management, and assisting in other investment management or advisory tasks. 

Mr. Williamson graduated from Brigham Young University’s Marriott School of Management with a degree in finance and is currently pursuing his Chartered Financial Analyst® designation. Prior to joining Olympus Wealth Management, LLC in 2020; he worked as an analyst at Corient Capital Partners, LLC primarily focused on trading, investment management, and investment due diligence.  

In his free time, Mr. Williamson enjoys carpentry, knife making, weightlifting, church service, and audiobooks; but most of all he enjoys spending time with his beautiful wife Taryn and their amazing daughters.

Education & Registrations

BS, Finance, Brigham Young University | FINRA Series 65 Registration

Our Insights

Global Resources, Local Presence

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If our services sound like a match for your needs, we’re eager to chat with you.

LOCATION

Olympus Wealth Management

6985 Union Park Center, Suite 435
Cottonwood Heights, UT 84047


CONTACT

P: (801) 449-9600
E: info@olympuswealth.com