Long-Term Investment Results

We seek to build and preserve wealth for clients through a patient, long-term investment approach while keeping costs as low as possible. While investors cannot control the financial markets, they can control what they pay to invest. And that can make an enormous difference over time. The lower your costs, the greater your share of an investments return, and the greater the potential impact of compounding.

Saving for Retirement?

Roth and Traditional IRAs

    • Build your nest egg while cutting your taxes.

SEPs, SIMPLEs, & 401(k)s

    • Do you run your own company? Simplify your retirement plan so you can focus on your business.

401(k) Rollovers

When you left your job, did you leave your money behind? Take control of your hard-earned savings by moving it into a Rollover IRA, and keep that money growing tax deferred- maybe even tax-free.

Time to put your retirement savings to use?

Learn how to take an income stream from your investments so you can remain financially independent throughout your retirement years.

Saving for what’s next?

Individual, Joint & Trust accounts

    • Whether you’re planning for a wedding, home improvements, the dream cottage, or simply the unknown, we have other types of accounts to help you get ready.

Saving for College?

529 College Savings Plans

    • Explore the tax savings, potential for growth, and other benefits that 529 plans offer.

Other accounts for minors

    • UGMA & UTMA custodial accounts
    • Coverdell Education Savings accounts

Foundations & Endowments

Do you serve on a non-profit board? Let us show you a low cost solution to meet your organizations objectives.

Account Transfers

Do you have investments here, there, and everywhere? Clear the clutter and enjoy the time and cost savings that come with account consolidation.

Investment Products

Mutual funds, ETFs, Stocks, Bonds, Annuities, and CDs.

Wedbush Securities International Headquarters  |  Los Angeles, California

Wedbush Securities

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with nearly 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

The colleagues of Wedbush are the resources through whom we provide the finest services available in the industry. Our formula for success continues to be our commitment to an entrepreneurial culture, core values, strong operational controls and disciplined financial management to protect your long-term interests.

Individuals who cannot master their emotions are ill-suited to profit from the investment process.

Benjamin Graham

© Copyright 2021 Olsson Investment Group | Securities and Advisory Services offered through Wedbush Securities Inc., Member: NYSE/FINRA/SIPC| Broker Check
Supervisory Office: Wedbush Securities Inc., IFON Division, 1000 Wilshire Blvd, | Los Angeles | CA | 90017 | 213.688.8053