Scott Poelman is a co-founder and managing partner at Olympus Wealth Management. He manages and preserves wealth for high-net-worth and ultra-high-net-worth clients with a focus on client management and planning. More specifically, he helps with coordination of the investment dialogue and integration of the investments with the estate plan, and he helps plan for liquidity events, taxes, estate planning, wealth transfers, charitable giving, asset protection, business succession, and retirement. Mr. Poelman has over 10 years of experience working with wealthy families. Prior to co-founding Olympus Wealth Management, Mr. Poelman worked at J.P. Morgan’s Private Bank for three years as a priva