We’re committed to helping a select group of families and small businesses plan with a purpose and invest with intelligence. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Joseph R. Wilson III has 10 years’ experience in the financial services industry. An Accredited Asset Management Specialist (AAMS), he has passed the Series 7, 31 and 66 securities exams and holds life and health insurance licenses. Joe has a Bachelor of Science degree from Indiana Wesleyan University.
Joe’s focus is on asset preservation, proper asset allocation, retirement income planning and preparing his clients for the certainty of uncertainty while assisting them through volatile markets.
A native of Ohio, Joe grew up in Cincinnati. He resides in West Chester with his wife, Angela, and their children, Joe and Aubree. Away from the office, Joe loves to golf with his kids and coaches varsity golf for Lakota East High School. Having been diagnosed with juvenile diabetes at age 11, Joe is passionate about helping JDRF (formerly Juvenile Diabetes Research Foundation) find a cure and is active in the organization’s fundraising campaigns.
Brad Olson has nearly 25 years’ experience in the financial services industry. He holds life and health insurance licenses, is a licensed CPA and has earned the prestigious Personal Financial Specialist (PFS) designation.
Brad’s professional specialty over the course of his entire career has been designing and implementing plans that create guaranteed lifetime income for retirees. He does this by using insurance and investment products that are customized to each specific client situation and need. Using these innovative insurance and investment products allows each client to put in place a retirement income plan that insulates their lifetime income from the potentially devastating effects of stock market drops.
Brad lives in Mason, Ohio.
It is important to feel you have control over your future. At Olson & Wilson Private Capital, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at info@OWPrivateCapital.com or call us at 513.657.1072 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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