We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.
Founder James Sweeney is one of the 0.2% of financial advisors in Utah who hold both the Chartered Financial Analyst® and Certified Financial Planner® designations.
Who We Work With
Transitioning to living off of your nest egg can be difficult. Our Wealth Management can help you design a retirement plan to provide the income you need so you can move forward with confidence.
Smart Choices. Bright Futures.
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Have a quick question that can’t wait? Just give us a call at 801-753-8538