Let's begin the conversation.

We typically work with clients who have $500,000 or more in investable assets. This minimum allows us to deliver the level of comprehensive, integrated service our clients deserve. If you're below this threshold but anticipate reaching it soon, we encourage you to reach out — we plan for where clients are going, not just where they are today.

Yes. Olympus Wealth Management is a registered investment adviser, and we operate as a fiduciary at all times. This means we are legally and ethically obligated to act in your best interest — not in the interest of product manufacturers, broker-dealers, or anyone else. We believe the fiduciary standard is the minimum you should expect from any advisor you trust with your family's wealth.

We are a fee-only firm. We charge a percentage of assets under management, which is fully disclosed in our Form ADV. We do not earn commissions, we do not accept referral fees, and we do not receive compensation from product manufacturers of any kind. Our fee structure ensures our interests are perfectly aligned with yours: when your wealth grows, so does our compensation.

The first step is a complimentary discovery call — typically 30-45 minutes. We'll spend that time understanding your situation, your goals, and your concerns. No decisions are made on that call; it's simply a conversation to see whether we might be a fit. If we both feel there's alignment, we'll outline a path forward. You can schedule by completing the form above or calling us directly.

Yes. Joshua leads every client relationship personally. He is your primary point of contact — not a junior advisor, not a call center, not an assistant. This is a core part of our model and one of the most meaningful ways we differ from larger firms. You will have Joshua's direct contact information from your first meeting and can reach him directly whenever you need to.

Three things distinguish us: First, direct access to Joshua Lontoc — every client has a personal relationship with our founder. Second, fully integrated planning — we manage investments, tax, estate, and business strategy as a single system, not as separate services. Third, a culture of fiduciary-first advice with zero conflicts of interest. We believe that when you combine these three things, the client experience is fundamentally different from anything available at a larger institution.