Our Process Helps You Stay On Track

family walking in park

1 icon  Discovery


We start by seeking to fully understand YOU, including your family, work experience, financial situation, hobbies and interests, and future aspirations. For example: What keeps you up at night? What do you still hope to accomplish? How can we best add value to your life? These discussions allow us to think thoroughly about making your money work for life’s important moments.

We also answer questions you have at any stage about our team, process, and approach.


Click to Schedule Your Discovery Appointment

Couple kayaking

2 icon  Plan Development

With these Discovery learnings in place, we work with you to identify and prioritize your financial goals and establish reasonable time horizons for them. 

We then customize an investment plan tailored to achieve these goals.  Using advanced, industry-leading technology, this detailed plan maps out a course intended to help you successfully navigate through life’s various stages.

Because achieving financial independence starts with a plan!

Learn More About Our Planning Approach

Introduction Content Image
3 icon

 Investment Review  


We will present a tax advantaged investment strategy that aligns with your goals, time horizon and risk tolerance. This “holistic” approach includes portfolios we will manage on your behalf, as well as assets you hold elsewhere, such as work retirement plans.

We will also explain the cost, historical net performance and risk levels during this comprehensive investment review.

Learn More About Our Investment Approach

people hiking in mountains

4 icon  Implementation


We carefully transition your assets into the agreed upon plan, being sensitive to market conditions, tax ramifications, concentrated positions, holdings you prefer to maintain, and even investments you prefer to avoid.

couple walking with FA
5 icon

 Ongoing Review
 and Client
 Communication 

We regularly review results to help ensure the plan remains on track, and we regularly communicate with you, including face-to-face and phone plan and investment reviews.

As your life evolves, we’ll be by your side reviewing and adjusting strategies as needed to help you feel confident about the state of your investment planning.

We Seek Customized Solutions For You & Your Family At Every Step

In addition to providing comprehensive investment planning and risk-appropriate, diversified investment management, we carefully evaluate a variety of other opportunities and tailor them to your unique situation. We can help identify, prioritize, and address what’s most important to you.

Learn how we can customize investing solutions by clicking the links below:

But The Most Important Step Of All…

is for you to reach out. While we can and will do everything in our power to help you, we can’t start until you contact us. Need a Financial Guide?

Utah Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX