Before we build a financial plan, we start with something we believe is more important: a clear picture of what an exceptional life looks like for you and your family. The family and friends you want more time with. The experiences that matter most. The impact you want to make now, and leave long after you're gone. Once those priorities are clear, the financial strategy becomes far easier to design and far more meaningful to live.
Supporting the exceptional life you truly want to live.
Just Live It™ rests on a single conviction: a life plan must come before a financial plan. We help families identify, prioritize, and build around seven areas that make life extraordinary:
The order is deliberate. Life first. Money in service of it.
Jeff grew up in Newport Beach and spent more than 25 years building his career, raising his family, and becoming part of the Laguna Beach community. The families we serve live here. The relationships that shape this firm were built here. This connection is not a talking point. It is part of the foundation.
Jeff Olsen began his career on the institutional side of financial services, spending fifteen years alongside top advisors delivering product and industry expertise, practice management insight, and growth strategies. In early 2008, he co-founded and launched a fee-based investment platform just as the global financial crisis was beginning to unfold. The experience instilled a level of discipline and perspective that only comes from building through uncertainty.
In late 2009, Jeff’s wife Mauri was diagnosed with cancer. She passed away three years later, one week after their son Erik turned nine. Loss like that clarifies what time is worth, what matters, and what does not. It also reveals how easy it is to keep moving forward while drifting from the life you actually want. That experience helped shape the philosophy behind Just Live It.
In the years that followed, Lynda became part of their lives. She brought steadiness, warmth, and care when it was needed most. She never tried to replace what was lost. She simply showed up, consistently, and helped rebuild a sense of family. That kind of presence informs how we think about relationships with the families we serve.
Success can keep you busy enough to lose sight of the present. After years of building and leading a successful company, Jeff recognized that pattern in himself. He stepped away, returned to Newport Beach, and took the time to refocus on what mattered, how to be present for it, and how to build a life aligned with those priorities.
That time away gave Jeff something rare: clarity about what truly matters, and the conviction to live it. Family Wealth Strategists is a direct extension of that clarity. It brings together three decades in institutional finance and entrepreneurship with the perspective that comes from loss and a deliberate focus on what matters most. Today, Jeff works alongside families to define what an exceptional life means on their terms and to build the strategy that supports it. It is the work he was meant to do and the reason this firm exists.
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Jeff leads every client relationship personally. He is the advisor, the strategist, and the guide — from the first conversation through every season of life that follows. His background spans three decades of institutional financial services, investment platform development, and the philosophy of life-centered wealth management he calls Just Live It™. "Money matters. But what really changes people's lives is having clarity about what matters most, knowing their finances are in order, and giving themselves permission to actually live that life."
Goli is the heart of the client experience at Family Wealth Strategists™. She ensures that every family feels genuinely cared for — not just financially advised. Her role spans client communication, family coordination, and the day-to-day experience of being a FWS family. She brings warmth, attention, and a deep personal investment in the wellbeing of every family the practice serves. Goli's presence reflects a core belief of the practice: that great wealth management is ultimately about people — their lives, their relationships, and the moments that matter most.
Our advisory council includes attorneys, CPAs, physicians, technology executives, therapists, entrepreneurs, and communications professionals who reflect the diversity of the families we work with. They challenge our thinking, review our work, share ideas, and help us stay closely connected to what matters most to the people we serve. Many of them are exactly the kind of clients we hope to work with. All of them make us better.
The mental noise quiets. The background questions that follow you home, show up on vacation, and pull you out of the present tend to fade. What replaces them is clarity: knowing where you stand, knowing the plan reflects what you actually want, and knowing someone is watching over the details so you don't have to.Decisions come more easily. The noise quiets. You stop second-guessing and start showing up more fully. For the people who matter. For the moments worth being present for. For the life you actually want to live.
The goal was never a better portfolio. It was a better life. The portfolio is just part of how we get there.
