Chip Olson

Chip Olson is a Partner at Connecticut Wealth Management, LLC, where he leverages more than 35 years of experience in financial planning and investment management strategies. In this role, Chip works closely with high-net-worth individuals, business owners, multi-generational families, and nonprofits, offering customized wealth management solutions, including deep expertise in trusts and estates, wealth preservation, and comprehensive financial planning.

Prior to joining Connecticut Wealth Management in 2023, Chip held senior leadership positions as Senior Vice President and Senior Wealth Advisor at Wilmington Trust and People’s United Advisors. In these roles, he focused on business development, client advisory services, and the implementation of wealth and estate planning strategies tailored to complex needs in the high-net-worth and institutional client sectors.

Chip earned an MBA in Finance from NYU Stern School of Business and a bachelor’s degree in Economics and Sociology from Hobart and William Smith Colleges. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is recognized for his contributions to investment strategy and estate planning. Chip also serves on the Investment Committee for the United Way of the Capital Region and formerly chaired the Connecticut Estate & Business Planning Council, demonstrating a commitment to community leadership and advancing best practices in wealth management.