For over 10 years, Gabe has worked with client families looking to simplify their financial life through his firm CRAFTED Wealth. As the firm has matured, he has primarily focused on higher net worth families with portfolios of $3–30M, and typically those looking to focus on multigenerational planning, retirement preparation, and navigating large portfolios. What does it mean to simplify? Looking at your whole picture, and forming a real relationship, to understand better what you truly need and want, and then build a plan to support that. Many clients come to CRAFTED with a wide array of accounts, tax questions, concentrated positions, and previous decisions that may not be serving their current needs. Gabe’s passion is in untangling this, answering questions patiently, and creating what he calls a “beautifully simple financial plan.” As a clear communicator, thoughtful listener, and invested long-term partner, Gabe brings an approach that combines creative thinking and deep expertise for unique tax and investment situations. Practically, this translates to a singular, personalized strategy that is meant to serve clients over their lifetime.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.