Partners & Tools
Relationships with experts across financial disciplines allow us to provide clients with research and solutions to both routine and complex situations. We continuously seek out the best service providers for our clients.
Your Current Team of Professionals
We coordinate efforts with your current estate attorney, accountant or tax professional, and other professional advisors as needed. If you do not already have a team of advisors, we can recommend professionals appropriate for your unique needs and circumstance.
Our firm does not take custody of your investment assets. We partner with Charles Schwab, a nationally recognized custodian, because we believe they excel in quality and breadth of service, independence, and cost. Although we view them as a long-term partner, our relationship is completely independent.
Insurance and Education Funding
We do not receive commissions, yet have agreements with several insurance and annuity companies to offer products our clients’ may benefit from. Arrangements with providers such as TIAA-CREF and Utah's my529 allow us to review and advise on clients' existing accounts.
Third Party Administrators
Third party administrators including the American Endowment Foundation and Renaissance assist with the management and record keeping of legacy accounts such as charitable trusts and donor advised funds.
We recognize there is a fine balance between keeping current with ever-changing technologies and keeping client information secure. We work hard to achieve this balance while still providing options for clients to access their information promptly, and with ease.
Personal Wealth Center
We provide each client with their own online personal wealth center (powered by emX-eMoney), designed to help keep track of current account balances, view your overall financial situation, and review your personal plan in a convenient and secure location. Your site includes a secure document vault, for private storage for important documents that you can with trusted individuals like your accountant or attorney. Learn More
Because each investor has a unique experience, appetite for risk, and desire for growth and income, we tailor your portfolio to you. Riskalyze is a powerful online tool that we use to help quantify one area of your risk tolerance, to help align your risk tolerance with your goals.
Click here to receive a Free Portfolio Risk Analysis