Facebook-f Linkedin-in Instagram Youtube
Secure File Upload
OUR PRIMARY PURPOSE
Show you ways to Be and Stay Retirement Ready
Schedule an Appointment
Olson & Wilson Private Capital Advantage
We plan with a purpose. Our Retirement Ready Review will cover four main areas: Income, Tax, Fees, and Risk. Retirement Ready Tax analysis, Retirement Ready Risk and Fee analysis so you know exactly how much RISK is in your portfolio, and how much you are PAYING for that risk. And ultimately to STAY retired you need our Retirement Ready Income plan, a detailed written income plan so you can retire knowing your necessities are covered!
Are You
RETIREMENT READY?
Grow
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Protect
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Medicare

Preserve

How?
Trusts
Charitable
Estate Planning
Joseph R. Wilson III, AAMS
Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence” -Joe Wilson III.
Joseph R Wilson III has been in the financial service industry since 2006. An Accredited Asset Management Specialist (AAMS) he has passed the Series 7,31 and 66 securities exams and holds life & health insurance license. Joe’s focus is on asset management, proper asset allocation, retirement income planning, and preparing our clients to live a confident retirement even through the most challenging volatile markets so they can be and stay retirement ready!
Bradley M.Olson, CPA/PFS
Bradley M. Olson, CPA/PFS is a founding partner of Olson & Wilson Private Capital. He is a CPA (Certified Public Accountant) and has earned the prestigious AICPA PFS (Personal Financial Specialist) designation.
Brad has over 25 years experience in financial planning for clients. For over 20 years, he has specialized in designing strategies that help employees prepare for and successfully navigate through retirement. Brad’s understanding of the various retirement programs and extensive knowledge of the investment and financial planning world allow him to bring a unique perspective to the process of designing a retirement plan for an individual or family.
Brad’s goal with every client is to design a retirement plan that lets you “Be and Stay Retirement Ready”.
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.
Debby Cook,
Director of Client Engagement
Debby’s ambition is to deliver a high level of quality, culture, and care to each one of our clients. She believes strongly in the uniqueness of each team member and targets collaborating with them on their gifts to deliver the heart and soul of who we are to everyone walking through our doors. Her expertise in client relations, team building, and event planning bring essential support in guiding her platform.
Debby is a proud Cincinnatian. She grew up in Montgomery, and she has since raised her daughter and son here. She is a graduate of Cincinnati Christian University with a degree in Early Childhood Development, which gave her the tools to master the world of client relations. This ties in perfectly with her zeal for providing people with personalized, compassionate support. She enjoys being active, running, swimming, volunteering, and traveling. Her favorite excursion was a two-week trip spent in Yellowstone. On a rainy day, you’ll find her engrossed in a classic old Hollywood-era movie, a true passion!
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.
With Brad Olson and Joe Wilson
Listen to the
WISE MONEY PODCAST
Watch
WISE MONEY TV
WCPO 9 ABC | Saturdays 7:00PM
WCPO 9 ABC | Sundays 11:30AM
WXIX 19 FOX | Sundays 11:00AM
Listen to
WISE MONEY RADIO
700 WLW | Sundays 8:30AM
550 WKRC | Saturdays 5:00PM
Watch Us
IN THE NEWS
Play Video
National FOX LIVE NOW interview
Play Video
The Federal Reserve has increased interest rates by a half percentage point. What does this mean for your money? Co-Founder of Olson & Wilson Private Capital LLC. Joe Wilson joined Live Now Fox for an in-depth discussion on the implications of the rate hikes.

#inflation #interestrates #mortgagerates
Play Video
Two-thirds of Americans are living paycheck to paycheck. Co- Founder of Olson & Wilson Private Capital LLC. Joe Wilson spoke to Local 12 sharing tips on how to budget and scale back your spending.


#inflation #finances #money
Play Video
How much do you need to retire? That’s always been the million-dollar question, but is $1,000,000 truly enough? Co- Founder of Olson & Wilson Private Capital LLC. Joe Wilson spoke to Fox 19 about saving for retirement, especially amidst these volatile times.

#retirementsaving #stockmarket #financialliteracy
The Fed raised interest rates last week. What does that mean for your money? Joe Wilson sat down with WLWT 5 to discuss the impact on your finances.

#interestrates #investing #financialadvice
ATTEND AN EVENT
Take the first step toward reaching your Financial Goals
Our classes focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our classes to learn how addressing these concerns can help you feel more confident about the days ahead.
No events are scheduled at this time. Please check again soon!
Join Us at the FREE “2022 Social Security, Taxes & Retirement Income” Workshop!
Admission is FREE and dinner is on us, but space is limited!
Space is limited! Reserve Your Seat Today!
Click to Reserve your Seat
Upcoming Events!
No Events Currently Scheduled. Check Back Soon For Updates.
Retirement Masterclass
Tuesday – May 16
6:30 – 8:00 PM
Thomas More University – Cabrini Hall
365 Thomas More Pkwy, Crestview Hills, KY 41017
Click to Reserve your Seat
Retirement Masterclass
Tuesday – May 23
6:30 – 8:00 PM
Indiana Wesleyan University – West Chester
9286 Schulze Dr West Chester, OH 45069
Click to Reserve your Seat
Retirement Masterclass

Tuesday – June 6

6:00 – 7:30 PM

Boone County Library – Meeting Room: BC
1863 North Bend Road, Hebron, KY 41048
Click to Reserve your Seat
Have a question?
Fill out the form below and we will contact you!
Phone: 513-657-1072
Email: [email protected]
7870 East Kemper Rd., Suite 430
Cincinnati, Ohio 45249
Facebook-f Linkedin-in Instagram Youtube
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 (OWPC) 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 trusts, charitable, & estate planning.
Educational seminars, workshops and classes are provided by TAP Insurance, LLC at no additional cost to the client.
© 2023
 Olson & Wilson Private Capital  |  Privacy Policy

To securely upload your files:

1. Fill out the form below.
2. Drag and drop your files on to the page icon below.
3. Click the Upload button at the bottom of the form.