Wealth Management in Lehi, UT

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List of Firms

Lehi, UT Wealth Management Firms

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My Prosper Team - Financial Planning and Money Management
SEC File# 801-119753
CRD# 311144
Location 3130 W Maple Loop Dr Suite 203, Lehi, UT 84043, USA
Phone (801) 889-1340
Language http://www.myprosperteam.com/
Directions
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Flight Capital Management, LLC
Location 581 N 1450 W, Lehi, UT 84043, USA
Phone (503) 709-7841
Language http://www.flightcapitalmanagement.com/
Directions
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Lone Peak Capital Management
Location 2901 Bluegrass Blvd Suite 200-05, Lehi, UT 84043, USA
Phone (801) 855-5669
Language http://lonepeakcapitalmanagement.com/
Directions
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Andina Advisors
Location 2600 Executive Pkwy, Lehi, UT 84043, USA
Phone (801) 829-9105
Language https://andinaadvisors.com/?utm_source=GMB1&utm_medium=organic&utm_campaign=profile
Directions
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Ashton Thomas Private Wealth
SEC File# 801-71512
CRD# 153902
Location 292 E 12200 South Suite 100, Office A-2, Draper, UT 84020, USA
Phone (844) 590-6081
Language https://ashtonthomaspw.com/
Directions
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Kohler Capital Management
Location 731 N 900 W St, American Fork, UT 84003, USA
Phone (800) 902-9210
Directions
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Drive Wealth Advisers
SEC File# 801-113223
CRD# 174728
5 out of 5
Location 2000 Ashton Blvd #120, Lehi, UT 84043, USA
Phone (801) 901-6150
Language http://drivewealthadvisers.com/
Directions
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Stonecreek Wealth Advisors, Inc.
5 out of 5
Location 11576 S State St Bldg. 1002, Draper, UT 84020, USA
Phone (801) 545-0696
Language https://www.stonecreekwealthadvisors.com/
Directions
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Medicaid Planning Services
4 out of 5
Location 3315 W Mayflower Ave Suite 1, Lehi, UT 84043, USA
Phone (801) 336-1659
Language http://www.medicaidplanningservices.com/
Directions
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Amicus Financial Advisors, LLC
SEC File# 801-113147
CRD# 131315
Location 2975 Executive Pkwy #194, Lehi, UT 84043, USA
Phone (801) 938-1226
Language http://www.amicusadvisors.com/
Directions
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Amicus Financial Advisors, LLC
SEC File# 801-113147
CRD# 131315
Location 2975 Executive Pkwy #194, Lehi, UT 84043, USA
Phone (801) 938-1226
Language http://www.amicusadvisors.com/
Directions
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Teton Wealth Group
Location 3450 Triumph Blvd Suite #102, Lehi, UT 84043, USA
Phone (844) 839-6600
Language https://retireteton.com/
Directions
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Pillar Capital
Location 770 E Main St #310, Lehi, UT 84043, USA
Phone (801) 770-3301
Language http://www.pillarcapital.com/
Directions
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Amicus Financial Advisors, LLC
SEC File# 801-113147
CRD# 131315
Location 4587 W Cedar Hills Dr #210, Cedar Hills, UT 84062, USA
Phone (801) 938-1226
Language http://www.amicusadvisors.com/
Directions
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Album VC
5 out of 5
Location 3451 Triumph Blvd #200, Lehi, UT 84043, USA
Phone (385) 352-8880
Language http://www.album.vc/
Directions
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North Harbor Wealth Management - Ameriprise Financial Services, LLC
Location 9678 S 700 E Ste 100, Sandy, UT 84070, USA
Phone (801) 254-8777
Language https://www.ameripriseadvisors.com/team/north-harbor-wealth-management/contact?cid=IP_local_google
Directions
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Salt Valley Fund
SEC File# 801-112504
CRD# 127066
Location 3450 Triumph Blvd, Lehi, UT 84043, USA
Phone (303) 991-6409
Language https://www.saltvalleyfund.com/contact-us
Directions
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Gateway Financial Planning
Location 2901 W, Bluegrass Blvd Ste 200, Lehi, UT 84043, USA
Phone (801) 416-8110
Language http://gatewayfinancialplanning.com/
Directions
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Jordan Jones, Financial Advisor
Location 2901 W, Bluegrass Blvd Suite 320, Lehi, UT 84043, USA
Phone (801) 943-6277
Language http://www.jordanjones.net/
Directions
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McKenna Financial Services and Insurances, Inc
5 out of 5
Location 76 S 360 E suite c, American Fork, UT 84003, USA
Phone (801) 756-2626
Language http://www.mckennafinancialservices.com/
Directions
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Merrill Lynch Wealth Management Advisor Spencer L Oman
Location 5152 N Edgewood Dr Suite 300, Provo, UT 84604, USA
Phone (801) 426-6028
Language https://fa.ml.com/utah/provo/spenceroman
Directions
Wealth Management in Lehi, UT

Where Wealth Management Advisors in Lehi, UT Serve

Lehi, UT is a vibrant city located in Utah County, boasting a rich history and a plethora of landmarks that are sure to amaze visitors. Some of the most notable landmarks in Lehi include the Lehi Roller Mills, the John Hutchings Museum of Natural History, and the Thanksgiving Point Gardens. When it comes to top employers, Lehi is home to many thriving businesses, including Adobe, Ancestry.com, and Xactware. These companies provide a wealth of job opportunities for residents of Lehi and the surrounding areas. In terms of major highways and streets, Lehi is conveniently located near Interstate 15, which provides easy access to other major cities in Utah. Additionally, State Route 92 runs through Lehi, providing a scenic route through the city and the surrounding countryside. Lehi is also home to a variety of neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods in Lehi include Traverse Mountain, Fox Hollow, and Ivory Ridge.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lehi, UT can benefit from a bank in many ways. Firstly, a bank can offer financial services such as checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, a bank can provide investment opportunities and financial advice to help residents grow their wealth. Furthermore, with Lehi being a rapidly growing city with a booming tech industry, a bank can offer business banking services to support local entrepreneurs and startups. Lastly, with the beautiful mountains and outdoor recreation opportunities in Lehi, a bank can provide specialized services such as loans for recreational vehicles and mortgages for mountain homes. Overall, a bank can play a crucial role in supporting the financial needs of the diverse and dynamic community of Lehi, UT.

Insurance Broker

Residents of Lehi, UT can benefit from the services of an insurance broker in a multitude of ways. An insurance broker can assist residents in finding the most suitable insurance policies that cater to their unique needs, whether it be for auto, home, or health insurance. With Lehi, UT being a rapidly growing city, an insurance broker can also help residents navigate the complexities of insurance policies and provide guidance on the best options available. Additionally, an insurance broker can help residents understand the various insurance laws and regulations specific to Utah, such as the state's minimum liability requirements for auto insurance. By working with an insurance broker, residents of Lehi, UT can ensure that they are properly protected and have peace of mind knowing that they have the right insurance coverage in place.

Retirement Planning

Residents of Lehi, UT can benefit immensely from the services of a retirement planner. With a population of nearly 70,000 people, Lehi is a growing city that has experienced significant economic growth in recent years, thanks to the presence of major tech companies such as Adobe, Microsoft, and IM Flash Technologies. As such, many of its residents may have unique retirement planning needs, such as navigating stock options or managing complex compensation packages. A retirement planner can help residents of Lehi, UT by providing personalized guidance on a range of financial planning topics, including investment strategies, tax planning, and estate planning. They can also help residents understand the intricacies of Social Security and Medicare, and help them make informed decisions about when to retire and how to maximize their retirement income. With the help of a retirement planner, residents of Lehi, UT can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Lehi, UT can benefit greatly from the services of a financial advisor. With a growing population and a thriving economy, Lehi is an attractive place to live and work. However, with high housing costs and a competitive job market, many residents may struggle to manage their finances effectively. A financial advisor can help residents of Lehi navigate these challenges by providing personalized advice on budgeting, saving, and investing. For example, a financial advisor can help residents develop a plan to save for a down payment on a home, or to invest in a 401(k) or other retirement account. Additionally, a financial advisor can provide guidance on tax planning and estate planning, helping residents to maximize their financial resources and protect their assets for the future. With the help of a skilled financial advisor, residents of Lehi can achieve their financial goals and build a secure financial future for themselves and their families.

Mortgage Loan Officer

Residents of Lehi, UT can benefit from the expertise of a mortgage loan officer in a plethora of ways. With the city's booming population and thriving economy, the demand for housing has skyrocketed, making it difficult for potential homebuyers to navigate the complex mortgage process. A mortgage loan officer can help residents of Lehi, UT by providing them with personalized guidance on the best mortgage options available to them, based on their unique financial situation. They can also assist in finding the most competitive interest rates and terms, which can save residents thousands of dollars in the long run. Additionally, with the city's close proximity to the tech hub of Silicon Slopes, many residents may have unique financial situations, such as stock options or RSUs, that require specialized knowledge. A mortgage loan officer can provide residents with the expertise needed to navigate these complex financial situations and ensure they make the best decisions for their financial future.

Tax Services

Residents of Lehi, UT can benefit from the guidance of a tax advisor in numerous ways. Firstly, with the city being a hub for technology companies, many residents may have stock options or other equity-based compensation that can be complex to navigate when it comes to taxes. A tax advisor can help individuals understand the implications of these types of compensation and ensure they are properly reported on tax returns. Additionally, with the city's growing population, many residents may be considering starting their own business or investing in real estate. A tax advisor can provide valuable insight into the tax implications of these ventures and help individuals make informed decisions. Furthermore, with Utah's unique tax laws and credits, a tax advisor can help residents take advantage of available deductions and credits to minimize their tax liability. Overall, a tax advisor can be a valuable resource for residents of Lehi, UT to navigate the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Lehi, UT can benefit from the expertise of an estate planning lawyer in various ways. Firstly, they can help individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Lehi, UT, where the population is growing rapidly, and property values are increasing. Secondly, an estate planning lawyer can assist with setting up trusts, which can protect assets and reduce tax liabilities. Trusts can also provide for the care of loved ones, such as children or elderly parents. Lastly, an estate planning lawyer can help with the probate process, which can be complex and time-consuming. This is especially relevant in Lehi, UT, where many residents own businesses or have significant assets that may require probate. Overall, an estate planning lawyer can provide peace of mind to residents of Lehi, UT by ensuring that their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Lehi, UT can provide a range of wealth management services to help clients maximize their financial potential. From investment management to retirement planning, a skilled wealth manager can help clients navigate the complex world of finance with ease. Lehi, UT is a unique location for wealth management services, as it is home to a thriving tech industry and a growing population of young professionals. This presents an exciting opportunity for wealth managers to offer cutting-edge financial solutions tailored to the needs of tech-savvy clients. With their expertise and in-depth knowledge of the financial landscape, wealth managers in Lehi, UT can help clients build and protect their wealth for generations to come.

Lehi, UT is undoubtedly the best place to find a wealth manager. Its thriving economy and diverse financial landscape make it an ideal location for those seeking professional financial guidance. With a rapidly growing population and a strong emphasis on technology and innovation, Lehi is home to a plethora of financial institutions and investment firms. Moreover, the city's proximity to major financial hubs and its access to a highly skilled workforce make it an attractive destination for top-tier wealth managers. From boutique firms to large corporations, Lehi offers a wide range of options for individuals seeking expert guidance in managing their assets. With its unique blend of traditional financial services and cutting-edge technology, Lehi is the perfect place to find a wealth manager who can help you achieve your financial goals.