Olympus Wealth Management, LLC
Matthew Bloom-Krull, MBA, CFP®, is a co-founder and managing partner at Olympus Wealth Management, LLC, where responsibilities include managing and preserving wealth for high net worth and ultra-high net worth clients, with a focus on investment strategies and relationship management. Prior experience includes serving as the Utah Market Director at JPMorgan Chase, where leadership involved growing wealth management revenue, and as a Private Banker, Vice President, coordinating comprehensive investment solutions for diverse client needs. Matthew also held roles at Bank of America, where functions included relationship management for high net worth clients and consulting during the acquisition of Fleet Bank. Early in the career, experience at Fidelity Investments involved trading and advising clients on financial markets and investment strategies. Education includes an MBA from the University of Utah's David Eccles School of Business and a Bachelor's Degree from the University of Utah.
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Olympus Wealth Management, LLC
At Olympus Wealth Management we help clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. We begin with the end in mind and first seek to understand our clients' goals and objectives. This understanding helps direct our planning and investment process. As a truly independent company, we become better fiduciaries and can provide access to the best global resources and advice free from bias. For advisory services and disclosures, please visit our website at https://www.olympuswealthmanagement.com.