Unapologetically

different by design.

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Fiercely independent. Fiercely loyal.

At Olson & Wilson Private Capital we call out potential problems like we see them. No condescending financial jargon. Just simple language and analysis to help clients better understand what they are investing in and why.
As independent financial advisors our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate for your needs.

Quality of life is more than just a number

Life is about experiences not numbers. We have seen first hand the damage caused by focusing on just numbers without the client’s life vision in mind. Your life and dreams will change. We believe your financial plan should too.

Our work begins when yours ends.

At Olson & Wilson Private Capital we respect the lifetime you have worked, the sacrifices you have made. Every detail of your 40, 50, or even 60 year career should be actively managed. We don’t set and forget financial plans.

Stop talking.

Start doing.

Stop talking.

Start doing.

The only way to achieve a goal is to start DOING. Our team will take a comprehensive assessment of your goals and risk tolerance on the frontside, then design a plan that ensures your todays are taken care of and your tomorrows are tied to a flexible growth strategy. We will scour every detail of your financial plan and look to maximize tax efficiency, minimize unnecessary fees and risks, and account for inflation and rising health care costs.

Joseph R. Wilson III, AAMS

Joe is a co-founder of Olson & Wilson Private Capital. Joe has spent the last 18 years in the investment and financial planning industry, spending many years on the inside of several regional wirehouse firms. That experience allowed Joe to witness firsthand how those large regional firms handled their clients planning and investment portfolios. This inside experience developed in Joe a burning desire to do things differently when he had his own firm.
Joe’s determination to remove the “Wallstreet Jargon” allowing clients to understand what they own and why they own it. He believes that truly understanding your retirement plan is the difference between being and staying retirement ready.
On weekends you can find Joe watching John Wayne movies on a rainy day or playing golf with his wife Angela of almost two decades and watching their two kids playing in a college golf tournament. They are truly a golf fam.

Bradley M. Olson, CPA/PFS

Brad is a Certified Public Accountant and Personal Financial Specialist. He has been giving advice to and designing plans for people entering retirement for 30 years. He has strong opinions on how to design, implement, monitor, and adjust retirement plans to reflect changes that will inevitably be necessary to achieve a successful retirement.
Brad’s background and education in accounting and economics has shown him that math can be relied upon, it is clear and precise . As Brad is fond of saying, “Math wins. Every time. Math will tell us what to do.”

Louie Randolph, MS-PFP
Wealth Advisor

Louie is a high-energy, enthusiastic, relationship driven financial advisor with 7 years of industry experience. Louie applies energy and enthusiasm to his passion of helping people navigate their financial lives. Louie views financial planning as a puzzle and thoroughly enjoys putting the pieces together to provide the best opportunity to achieve clients’ goals. 

As a loyal Cincinnati Native, Louie graduated from The University of Cincinnati and went on to complete his Master of Science in Personal Financial Planning (MSPFP) from the College for Financial Planning. On weekends, and even some weeknights, you can find Louie on the golf course or going on hikes with his wife Sloan and his dog The Dood.

Kelsey Albrinck
Director of Operations

Kelsey is a proud graduate from The Ohio State University. As a member of the rowing team she helped the Buckeyes to 3 consecutive NCAA National Championship titles! As an avid traveler, Kelsey spent 2 years in Australia. After moving back from Australia, Kelsey became a certified personal trainer and also obtained her life & health insurance license. Kelsey brings her championship knowledge of team work, dedication and relentless hard work to our team as Director of Operations for Olson & Wilson Private Capital. Kelsey lives just outside downtown Cincinnati and enjoys Cincinnati’s great parks and amazing local coffee shops. If you need a good restaurant recommendation, Kelsey know all the main spots around our beautiful city.

Julee Cifani
Assistant Director of Operations

Julee is a lifelong Ohioan with a bachelor’s degree from the University of Toledo and a master’s degree from Bowling Green State University. She comes to Olson & Wilson Private Capital with a background in elementary education as well as executive administration and donor engagement in the nonprofit sector. She brings a strong faith, a strong work ethic, and a strong desire to help others both in and out of the office. Having lived on both ends of the state, Julee cheers for the Cleveland Guardians and the Cincinnati Bengals. When not at work, she can be found in her running shoes on the Loveland Bike Trail or wherever she can find an open pickleball court.

Natalie Rogers
Business Development Associate

Natalie is a lifelong resident of Cincinnati and a recent graduate of the University of Cincinnati. During her time as a Bearcat she earned a double major in Communication Design and Communications. Natalie brings a bubbly enthusiasm and warm nature to the Olson & Wilson office. She believes great communication is the most genuine form of connection, and works hard to create meaningful relationships with everyone she meets. Outside of work Natalie loves to cook and be outside. If she isn’t testing out new recipes, you can probably find her at the Cincinnati Nature Center hiking her favorite trails.

Brad Johansen
Media Communications Specialist

Brad brings 40 years of award-winning communication expertise as a master storyteller in newsrooms and broadcast booths across the country. Brad now has turned his attention to helping the modern retiree learn more about how to be and stay retirement ready by hosting WI$E MONEY for Olson & Wilson Private Capital. Brad’s ability to get to the heart of the story has earned him 24 Emmys and more than 50 local and national journalism awards. He’s been recognized for his breadth of talent that began with him being named the #1 Speaker in the Nation as a collegiate forensics competitor at Bradley University. Brad’s writing skills are prolific, being awarded multiple times by the Associated Press as the year’s best broadcast writer. He has produced award winning documentaries, investigative reports, light features, news anchoring, sports anchoring, and play-by-play.

EVENTS

UPCOMING EVENTS
Monday, February 5, 2024
The Retirement Tax Bomb
6:30 PM
This event is by invite only.
Carlo & Johnny
9769 Montgomery Rd.
Montgomery
,
OH
45242
Book Event
February 5, 2024
Tuesday, February 13, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesterday and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.
Indiana Wesleyan University – West Chester Campus
9286 Schulze Dr
West Chester
,
OH
45069
Book Event
February 13, 2024
Thursday, February 15, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Miami University – Marcum Hotel & Conference Center
951 E Withrow St.
Oxford
,
OH
45056
Book Event
February 15, 2024
Tuesday, February 27th
The Retirement Tax Bomb
6:30 PM
This event is by invite only.
Fleming’s Prime Steakhouse and Wine Bar
4432 Walnut St.
Dayton
,
OH
45440
Book Event
February 27, 2024
Thursday, February 29th
The Retirement Tax Bomb
6:30 PM
This event is by invite only.
Fleming’s Prime Steakhouse and Wine Bar
4432 Walnut St.
Dayton
,
OH
45440
Book Event
February 29, 2024
Tuesday, March 5, 2024
Retirement Masterclass in Wilmington, OH
6:30pm – 8pm
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Wilmington College – Center for the Sciences & Agriculture Room 149
578 Douglas St
Wilmington
,
OH
45177
Book Event
March 5, 2024
Wednesday, March 6, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Wilmington College
1870 Quaker Way
Wilmington
,
OH
45177
Book Event
March 6, 2024
Tuesday, March 12, 2024
The Retirement Tax Bomb
6:30 PM
This event is by invite only.
Carlo & Johnny
9769 Montgomery Rd.
Montgomery
,
OH
45242
Book Event
March 12, 2024
Thursday, March 14, 2024
The Retirement Tax Bomb
6:30 PM
This event is by invite only.
Carlo & Johnny
9769 Montgomery Rd.
Montgomery
,
OH
45242
Book Event
March 14, 2024
Tuesday, March 19, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
University Of Dayton, Kennedy Union – Room 310
300 College Park
Dayton
,
OH
45469
Book Event
March 19, 2024
Saturday, April 6, 2024
Retirement Masterclass
9:30 AM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Retirement Education Center – 3rd Floor
7870 East Kemper Rd.
Cincinnati
,
OH
45249
Book Event
April 6, 2024
Tuesday, April 16, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Indiana Wesleyan University – West Chester Campus
9286 Schulze Dr.
West Chester
,
OH
45069
Book Event
April 16, 2024
Thursday, April 18, 2024
Retirement Masterclass
6:30 PM
Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.
Thomas More University – Science Lecture Hall
333 Thomas More Parkway
Crestview Hills
,
KY
41017
Book Event
April 18, 2024
More events are on the way! Check back soon for more information.
Have A Question?

We believe in old world relationships. Let’s meet in person. Fill out the form below and we will contact you!

Headquarters:
7870 East Kemper Rd., Suite 430
Cincinnati, OH 45249
Satellite:
*By Appointment Only
70 Birch Alley
Beavercreek, OH 45440
513.657.1072
This website is a publication of Olson & Wilson Private Capital, LLC. The firm is registered as an investment adviser with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Advisory services offered through Olson & Wilson Private Capital, LLC are separate and distinct from insurance sales and services provided by TAP Insurance, LLC. Services provided by Olson & Wilson Private Capital, LLC are limited to the management of securities portfolios and associated ancillary reviews. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by TAP Insurance, LLC.
TAP Insurance, LLC also provides non-securities related financial planning advice, including, but not limited to, retirement income planning, general financial plans, wealth management strategies, annuities, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, Medicare, legacy planning, and trust, charitable and estate planning.
Educational seminars, workshops and classes are provided by TAP Insurance, LLC at no additional cost to the client.
©2024 Olson Wilson Private Capital
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