Austin Olds, CRPC, CFP

As a Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive wealth management services designed around each client’s unique goals and circumstances. My approach with fundamental choice discretionary portfolio management, allows a disciplined oversight and proactive decision‑making as market conditions evolve.

My role as a CERTIFIED FINANCIAL PLANNER® professional is to work closely with clients to build customized portfolios, selecting individual investments and strategies that align with their objectives, risk tolerance, and time horizon rather than relying on one‑size‑fits‑all solutions. In addition, I help clients plan tax efficient strategies, planning for living needs as well as complex estate planning strategies with the goal of preserving and transferring wealth more effectively over time.

With access to a broad range of firm resources—including research from Wells Fargo Investment Institute analysts, economic insights, and market strategists—I help clients make informed, thoughtful investment decisions tailored to their specific needs.

Contact me to discuss strategies designed to help you pursue your long‑term financial goals.