Find a Financial Advisor in Salt Lake City
Coaching. Clarity. Confidence.
Our Salt Lake City advisors are passionate about bringing confidence to individuals, families, and business owners. We strive to know you and understand where you are today and where you want to be in the future. We’ll craft a personalized financial plan based on your priorities. Your advisor is ready to provide continual coaching and education to help simplify the complex, to provide clarity so you may make your important financial decisions with confidence.
As your life changes and goals evolve, we proactively work to align your plan and portfolio with your goals. We specialize in providing a comprehensive, full-service, tax-friendly financial plan and portfolio management. You will have access to a central hub with a view of your full financial picture. This includes your estate plan, investment portfolio, insurance plans, short and long-term risk management, retirement plans and more. For business owners, our proven succession planning is designed to help you have a no-regrets transition out of business ownership.
Your Salt Lake City Team
What’s a fiduciary and why does it matter? A fiduciary is legally obligated to act in a client’s best interest – and that’s important. Our advisor team is committed to their fiduciary responsibility.
BRINGING YOU CONFIDENCE THROUGH:
Portfolio Management
Financial Planning
Asset Management
Business Succession Planning
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use. This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
Resources
The Importance of Process in Your Investment Strategy
The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
Estate Planning Simplified: Understanding Wills & Trusts
While it’s easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, avoiding this important planning area can result in property and financial assets passing to unintended heirs in unintended ways.
7 Tips to Help Successfully Transfer Wealth to Your Kids
Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
HOW FAR ARE YOU FROM BEING
Ready for Retirement?
RIGHT PRICE. RIGHT BUYER. RIGHT TIME.
Sell Your Business On Your Terms
Our Advisors
Primary Service Areas:
Bountiful, Brigham City, Cedar City, Centerville, Clearfield, Clinton, Cottonwood Heights, Draper, Eden, Elk Ridge, Ephriam, Farmington, Fruit Heights, Garland, Heber City, Herriman, Highland, Holladay, Hooper, Huntsville, Ivins, Kanab, Kaysville, LaVerkin, Layton, Lehi, Magna, Mapleton, Midvale, Midway, Millcreek, Morgan, Murray, North Ogden, North Salt Lake City, Ogden, Paradise, Park City, Perry, Pleasant View, Provo, Riverton, Roy, Saint George, Salem, Sandy, Santa Clara, Saratoga Springs, Smithfield, South Jordan, Stansbury Park, Syracuse, Taylorsville, Tooele, Tremonton, Washington Terrace, West Bountiful, West Jordan, West Point, West Valley City, Woodland Hills, Woods Cross