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 provides continual coaching and education to simplify the complex, providing clarity to 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 process aims at giving you a no-regrets transition out of business ownership.

 

Meet the Team

Want the latest updates from the Salt Lake City team? Check out our latest Newsletter

CW SLC Team Photo

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

Resources

Investment Process: The Importance of Process in Your Investment Strategy

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

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

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

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Our Advisors

Duane Toney

CPA, PFS, CEPA
Managing Director, Partner & Wealth Advisor

Ben Hewlett

CFP®, RICP®
Wealth Advisor