Our mission is to deliver peace of mind to you and your family by managing the complexities of your financial life. We work closely with you and your professional advisors to help you achieve your long-term goals.

Investment Broker In Richfield, UT We represent a group of top-rated insurance and investment companies, but the insurance and investment companies do not employ us... we work for you! This allows us to locate the best insurance rates and investments that we feel work best for you. We help you to place your policies with the insurance company or investment group offering you the coverage to meet your needs. We look forward to working with you. Feel free to contact us with any questions you may have.

Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. We're focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we'll have a perspective.

Our first priority is your overall financial well-being. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Donald J. Shelton, CFP®, APMA® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ professional Oquirrh Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.

Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded by Bruce Lefavi in 1980, we have been helping high net worth individuals plan for and protect their futures for nearly four decades. We provide full wealth management, a service much more comprehensive than traditional financial consultation. With a focus on people and not on transactions, we examine and enhance all areas of an individual's wealth. Our unique network of professionals, which includes attorneys, accountants, and insurance professionals, holistically assesses all areas of financial well-being, from healthcare to home ownership. As an independent advisory group, Lefavi Wealth Management provides unbiased financial guidance. With our own Registered Investment Advisory (RIA) and Broker-Dealer, we answer to no one but our clients. Our advisors have the freedom and the flexibility to assist our clients in selecting a vehicle that will best suit their financial position. Incorporating our decades of experience, we have developed a systematic approach to wealth management. This system is the codification of the "bulletproof" approach Bruce Lefavi has successfully applied for over 30 years. The execution of this system has allowed the company to avoid financial fads and investment whims.

"We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company. While Raymond James has the resources to match even the largest firms capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The ' culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges."