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Scott W. Olewine

Advisor at Eagle Strategies (NY Life) — Warren, PA

Updated today

Credentials

ChFC®, Series 63

Experience

25 years

Location

Warren, PA 16365

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,484

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Scott Olewine is a financial advisor with Eagle Strategies (NY Life) based in Warren, PA. He holds the ChFC® designation and Series 63 license and has 25 years of industry experience. Prior to joining Eagle Strategies in 2014, he founded Olewine Financial Group, which continues to operate alongside his advisory role. Olewine also serves as a board member of Northern Pennsylvania Regional College. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Warren, PA

113 Pennsylvania Avenue West

Warren PA 16365

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

25 years of industry experience

Eagle Strategies (NY Life)

2014 - Present • 12 years

Warren, PA

Olewine Financial Group, LLC d/b/a Olewine Financial Group

2013 - Present • 13 years

Warren, PA

New York Life insurance Company

2001 - Present • 25 years

Johnstown, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John P

ChFC®, Series 63, Series 65

Warren, PA

Aviso Wealth Management

John Palmieri is a financial advisor with Aviso Wealth Management in Warren, PA, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial, LLC, and currently conducts his advisory business through Aviso Wealth Management. Outside of advisory work, he owns a sole proprietorship, Palmieri Financial Group, which sells fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also operates a separate eBay business. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans, managing about $621 million in assets for roughly 913 clients through a team of nine advisors. The firm offers personalized financial planning, portfolio management, pension plan consulting, and uses multiple analytical approaches across discretionary and non-discretionary accounts, with regular reviews and a range of investment strategies.

Options & derivatives strategies
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Thomas S

CFP®, Series 63, Series 65

Warren, PA

OneSeven

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Erinn S

Series 65

Warren, PA

CWM, LLC

Erinn Sveda is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Lions Gate Wealth Management. Outside of her advisory role, she assists part-time in training a new administrator at Watson Memorial Home, a personal care facility for elderly women. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin I

Series 66

Warren, PA

&PARTNERS

Kevin Ignatius is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, Ignatius is involved in music and film, owning and operating several production and songwriting ventures. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing both proprietary and third-party management strategies across various asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Lori D

CFP®, ChFC®, Series 66

Warren, PA

CWM, LLC

Lori Daff Siggins is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and the Series 66 license. She has 24 years of industry experience and has worked with firms including Lions Gate Wealth Management and Mid Atlantic Financial Management. She is a co-owner of MusicTime Productions, LLC, an educational curriculum business, and serves as a Legacy Team Committee Member for Peace Presbyterian Church. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alicia R

Series 66

Warren, PA

CWM, LLC

Alicia Reed is a financial advisor at CWM, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, utilizing discretionary management with model portfolios overseen by an internal Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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