Finally, An Investment Brokerage Firm That Puts Your Interests First
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THE FIDUCIARY DIFFERENCE
OUR TEAM
Our experienced team of financial advisors work with you individually to build a customized financial strategy designed to help preserve and grow your assets.
THE DIFFERENCE
We are a Utah based, registered investment advisor acting solely in your behalf. Every decision is made in your best interest.
OUR PROCESS
We take a multi-step process with each client. From discovery to implementation, your financial well-being is our #1 priority.Our Services
A Deeper Look
Estate Planning
We have teamed up with Blackburn & Stoll, LC to assist our clients with estate planning and wealth transfer issues. Mr. Blackburn is a fellow of the American College of Trust & Estate Counsel (ACTEC) and has been recognized by inclusion in Best Lawyers in America
For those clients who prefer a step-by-step approach to their retirement or estate plan, Lone Peak Advisers will provide a comprehensive financial plan. This extensive planning service encompasses building wealth, tax-efficient income distribution, and life insurance utilization to enhance estate value.
Financial Planning
Understanding your Social Security benefits is imperative to any retirement plan. With recent changes to the entitlement program, Lone Peak Advisers recommends reviewing the Social Security Program and assessing how to maximize your benefit. Maximizing your benefit may not be your best option. For some clients, we find maximizing Social Security utility to be a better option.
Social Security Analysis
We are not tax advisors, however we understand that importance of minimizing tax liability. Income distribution, investment strategy, and investment vehicles used for a client’s financial plan are all considered for tax-efficient investment strategy. If a tax advisor is not utilized by our client, we can recommend a qualified tax advisor or offer tax-efficient solutions that may be utilized.
Tax Planning
We strictly adhere to a fiduciary standard – we do what is in the best interest of our clients. The first step in this process is to allocate our clients’ assets to conform to their risk tolerance.
PCRA
A Schwab PCRA is a self-directed brokerage account held within certain employer-sponsored retirement plans. PCRA provides the option to invest in a much wider range of investments in addition to the choices typically offered through the retirement plan itself. Provided your retirement plan provider offers PCRA, Schwab allows you the option of selecting a third party advisor to assist you in managing the assets within your employer-sponsored plan while you continue working and making contributions.
Tactical Asset Management
We strictly adhere to a fiduciary standard – we do what is in the best interest of our clients. The first step in this process is to allocate our clients’ assets to conform to their risk tolerance.