INDIVIDUALS & FAMILIES
 Our clients are those who value working with an experienced advisory firm that can truly contribute to their quality of life. They are successful and goal-oriented, ask good questions, and are looking for the values and passion we bring to every client relationship. While some of our clients say they “couldn’t do this on their own,” the common denominator is that they choose not to...for a variety of good reasons. More specifically, our clients are individuals and families, couples, and widow(er)s. These include retired senior executives of successful financial institutions, business owners and innovative entrepreneurs. Some have inherited assets and feel an obligation to ensure responsible oversight and direction. In one family, our clients include several adult siblings whose goals and objectives are as diverse as they are, and yet all are achieving the financial success and peace of mind they desire. About a third of our clients are currently retired and another third plan to be so within the next five years. Some spend at least part of the year living outside of Utah.
CORPORATIONS & CHARITABLE ORGANIZATIONS
 We also work closely with corporations and organizations who require professional advice and management of their retirement plans. We can assist in any area they need, which may include overseeing all aspects of their plan or possibly one particular aspect. These may include the selection of investment vehicles, employee education, reporting, analyzing the effect the plan is having on the overall financial objectives, or any other financial area of concern. Our clients include a large insurance and financial group, a packaging company, professional services groups (doctors, dentists, CPAs), advertising and PR firms, architects and construction firms. We also work closely with several local charitable and endowment organizations. We take special pride in the fact that almost all of our clients come by way of referrals, from either our existing clients or other professional advisors.
Our services typically provide the greatest benefit to clients with investment assets of at least $750,000 or a total net worth that exceeds $1.5 million.
|