Emerald Wealth

Emerald Wealth is a registered investment advisor located in South Carolina, founded in 2026 and led by Eileen Olson. Emerald Wealth offers personalized investment management and financial planning services for individuals, high-net-worth individuals, and corporations. For investment management, the firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, often utilizing third-party model portfolios and independent managers while maintaining direct oversight. Clients can grant the firm authority to make trades on their behalf or choose a non-discretionary approach where trades require prior approval. Financial planning services are available on an ongoing or project-based basis, covering areas such as business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance analysis, retirement planning, risk management, tax planning strategies, and behavioral financial coaching. Emerald Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales, and the firm does not have a minimum account size requirement to open or maintain an account.