Let’s Chat
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Have a quick question that can’t wait? Just give us a call at 801-753-8538
We Can Help You
Invest Wisely
- Reduce fees and trading costs
- Minimize taxes
- Evidence-based investing
Plan For Retirement
- Manage your cash flow
- Achieve financial independence
- Retire with confidence
Manage Your Wealth
- Plan your estate
- Tax-efficient gifting strategies
- Leave a legacy
We’re Different
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.
Unlike traditional brokers and sales reps always looking for the next sale, we strive to understand our clients’ evolving needs and build long-term partnerships.
Who We Work With
High-Income Professionals
Looking to reach financial independence? We can help you create a plan that balances enjoying life now with paying down debt and planning for the future.
Business Owners
As a small business owner, your time is a precious commodity. By delegating the heavy lifting to financial professionals, you can refocus on what matters most to you.
Retirees
Transitioning to living off of your nest egg can be difficult. We can help you design a retirement plan to provide the income you need so you can move forward with confidence.
Suddenly Wealthy
Have you recently sold a business or had a windfall? It can be hard to know who to trust. Our business model puts us on the same side of the table as our clients.
Smart Choices. Bright Futures.
Our Affiliations
