In the world of financial planning and legacy building, clarity is everything. I wanted to share a recent milestone discussion here in Park City — and show you how it connects straight to the way we steward your capital. A while back, on the golf course with my friend and partner Charles, we found ourselves pondering two related phenomena:
- The historic volumes of cash sitting on the sidelines in checking accounts and conservative vehicles — funds waiting for their moment.
- At the same time, we were seeing early signs of transformation in places like the East Village permits being issued, government support accelerating, and infrastructure investment gaining momentum.
What frustrated me was the lack of hard data behind the chatter. Everything felt anecdotal. And as I often say:
If we’re going to make decisions based on information, let’s consult the data. If we’re going to make decisions based on opinions, let’s use mine.
So, Charles and I committed to being solution-seekers — asking the questions, gathering the insights, and bringing data to the center of the conversation.
The result is captured in the article “Where Luxury Meets Growth Panel: Panel Explores Park City’s Role at the Center of a Modern Economy.” Read the full article here.
Here are some of the most compelling findings we believe you should know as clients
✅ Key Facts
- The event was standing-room only, with more than 75 leaders from architecture, design, development, wealth-management and real estate convening to explore Park City’s purposeful growth.
- The region is evolving from a seasonal destination into a luxury market rooted in intentional investment, purposeful design and community.
- Buyers today are not simply seeking homes — they are purchasing experiential estates: places that live and breathe, creating meaning, memory and legacy in addition to value.
- In the heart of this growth: infrastructure. For example, at Deer Valley Resort crews installed nearly 50 miles of trenching and piping this past summer to support an expanded snow-making system over 300 new acres of terrain. (Park Record)
🗣 Pull-Out Quotes
“We’re in the midst of the greatest transfer of wealth in history. And within that movement, real estate continues to be a home run. We’re seeing a redefinition of how and where people want to live, invest, and build legacy. Park City represents that balance — a place where luxury is intentional, investment is purposeful, and community still comes first.”
— Morgan Lemaitre, Founder & CEO, Park City Wealth Advisors.
“We’re standing at ground zero of the luxury renaissance. We’re not just building homes — we’re creating experiences that live and breathe. The modern estate has become an experiential asset: a space that appreciates not only in value, but in meaning, in memory, and in emotion. Where leisure and land meet legacy — that’s the future we’re building toward.”
— Charles Ochello, Founder & CEO, Vitruvius Built.
🔍 How This Impacts You
- Opportunity recognition: When trusted, long-term capital and meaningful place-making converge, interesting investment and wealth-preservation opportunities emerge.
- Intentionality matters: It’s not just about growth — it’s about purpose-driven growth. Markets where lifestyle, landscape, design and community align are increasingly differentiating.
- We’re here for you: As your advisor team, we don’t just follow trends — we dig into data, ask the tough questions, and translate what is happening in places like Park City into actionable insights for your portfolio and planning.
Thank you for your trust and partnership. As always, we’re honored to steward your capital with intentionality, foresight and a strong sense of place.
