Investment Management

Your asset allocation (your mix of investments) will depend largely on what we uncover during our first conversations. We will determine the appropriate level of risk to take across your portfolio, factoring in:

  • Results of your Investment Plan
  • Your investment experience
  • Your financial objectives and time horizon to achieve them


Our diversified, well-balanced stock and bond portfolios incorporate:

  • Big, blue chip, dividend yielding US-based companies as the core
  • Small- and mid-sized domestic companies and international exposure as appropriate
  • Innovative companies with long-term growth potential
  • All 11 industry sectors of the S&P 500 (energy, materials, industrial, information technology, financials, health care, consumer staples, consumer discretionary, telecommunication, real estate, and utilities)


We take a holistic view of your investment portfolio, including assets at our firm and outside holdings, such as 401(k)s and other work-related retirement plans, stock and executive compensation programs, college savings plans, and other investments. We provide specific recommendations on how to best align these outside investments with your Utah Wealth Management portfolio.

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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.

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