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Herzberg & Olsen
Wealth Management Group

13330 California Street, Suite 100
Omaha, NE 68154
Phone:
  • (402) 445-6452
  • Toll-Free: (800) 944-2609
Fax:
  • (402) 496-7610

Committed to Your Future



The Herzberg & Olsen Wealth Management Group is a family-based practice whose professionals are dedicated to providing personalized, goal-based planning and investment guidance for the many different facets of your financial life.

Our Financial Advisors engage in advisory-based* relationships. We embrace a team approach and every member is dedicated to providing unsurpassed service.

The Herzberg & Olsen Wealth Management Group has a business succession plan in place to help provide clients with the confidence of knowing the team’s Financial Advisors will strive to carry forward the legacy of the relationship and maintain our standards of client service.


*Advisory programs may not be appropriate for all clients.

Family Practice

We're proud to work with our loved ones every day, and we're fully prepared to work your family and achieve your goals.

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The Herzberg & Olsen Wealth Management Group can provide the guidance you need to confidently pursue your financial future.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals