Family Wealth Strategists

About Us

Family Wealth Strategists
Newport Beach & Laguna Beach, California · FamilyWealthStrategists.com

Most plans start with money. Ours starts with your life.

Family Wealth Strategists is a Laguna Beach and Newport Beach wealth management practice built around one idea: a life plan should come before a financial plan. Get clear on what an extraordinary life looks like for your family, the experiences that matter, the values you want to pass on, the impact you want to have. Then build the financial strategy to support that life with intention.

Founded by Jeff Olsen, who has called Newport Beach and Laguna Beach home for more than five decades, FWS works with a deliberately small number of families along the Orange County coast. Services include life-centered financial planning, fiduciary investment management, tax-aware implementation, estate coordination, philanthropic strategy, and family conversations across generations.

What we are building is less a traditional financial practice and more a community of families who have chosen to live thoughtfully, be present for what matters, and use what they have built to contribute something positive to the world around them.

Just Live It™

Family Wealth Strategists, LLC is a California Registered Investment Adviser.