Invest with confidence. Financial Planning for a better future.

HOW WE CAN HELP:

Investing

Helping you with long term financial planning goals through diversification, proper asset allocation and finding the appropriate investment vehicle for your needs using stocks, bonds, low-cost mutual funds and exchange traded funds (ETFs).

Retirement

Helping you eliminate the stress about your retirement planning and put forward a game-plan to tackle your strategy by focusing on social security, your pension, IRA, and 401k.

Financial Planning

Helping you understand your current financial situation and how to improve your cash flow, net worth, debt repayment strategy and credit through financial planning in order to have a more successful investment plan, retirement plan and financial health.

Life Insurance

Helping you understand how much and what types of insurance you need. Whether you require temporary, permanent or final expense insurance, we will help you select the right fit for your needs.

Annuities

Successful financial planning and retirement planning also includes helping you create a buffer against the stock market and a guaranteed stream of income throughout retirement to supplement social security and visualize better financial security.

Estate Planning

Helping recommend and review your legal documentation, beneficiary designations, contingencies and understanding future Federal and State taxation.

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WHY WORK WITH US?

EDUCATION

Every person should have a full understanding their finances.

A licensed financial planner can help you by:

Translating complex financial topics into easy to understand language.
Establishing an easy to follow financial plan to meet your unique financial goals.
Working at your pace and comfort level.

Financial literacy is encouraged and provided to individuals and small businesses through one-on-one financial planning, financial literacy seminars and webinars.

EXPERIENCE

As a fiduciary, all actions are performed for the advantage of the client in which investments are selected and not sold. We have delivered nearly 10,000 financial plans in a fiduciary capacity and have worked with all life-stages. By taking a structured and transparent approach with everyone, we take pride in delivering actionable and attainable plans to young families just getting started, successful mid-career professionals, late bloomers and retirees.

FLEXIBILITY

We understand you’re busy, the only constant in life is change. To accommodate our clients, we offer unsurpassed flexibility.

Access to speak about your financial plan from early morning to late evening, by appointment seven days a week.
No travel required as all appointments are handled remotely saving you time, money and stress.
Semi-annual and annual reviews options available.
Quarterly statements and automatic rebalancing with client log-in to monitor accounts.

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What our clients say about us

Brandon reached out to me to share some advice on a Roth IRA contribution issue I’m working through. He provided excellent, expert advice and insight in addition to courses of action that could save me money. His customer service is outstanding and our brief interaction showed that he is clearly willing to go the extra mile for his clients.

Danielle K.

Very helpful. He really knows his stuff and has lots of experience. He is very organized. It really opened our eyes. He is teaching us how to take control of our finances we are excited to see what the future holds!

Amy P.

What I like the most about this company is the responsiveness and the knowledgeable resources. I’m a new Realtor here in the SLC, UT area, and the amount of support and advice on how and what to do to build my brand and the financial resources I have available to me with FWM has helped me a lot.

Joel H.

Quality service that helps you over that hump in life that may be holding you back, our Rep was very informative and answered every question we had, would definitely recommend to anyone that has issues saving money and growing wealth.

Jeremy C.

Brandon was phenomenal in identifying saving opportunities and debt reduction strategies which helped us with actually having money to invest! He was very patient and organized and explained things in easy to understand terms. We highly recommend him.

Anita V.

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