To Our Park City Families,
Wow. Hard to believe the first quarter of 2026 is already in the rearview mirror. Time moves fast — and so do we.
As I reflect on the last three months, I feel a deep sense of pride and gratitude. Pride in the work our team is doing every single day on your behalf. Gratitude that you trust us to walk alongside your family on this journey. That trust is something we never take for granted.
OUR WORD OF THE YEAR: DISCIPLINE
We started 2026 with intention. Our team rallied around a single word to guide everything we do this year: Discipline.
Discipline in our investment research — being rigorous, thorough, and thoughtful before we act.
Discipline in building strong, repeatable processes as we grow our team — so the quality of service you receive never wavers.
Discipline in our commitment to an even higher level of service — not because we have to, but because you deserve it.
Discipline in honing our craft — because great never settles for good enough.
This isn’t just a word on a whiteboard. It’s how we show up for you every day.
EDUCATION: BECAUSE KNOWLEDGE IS POWER
One of our commitments to you this year is a monthly learning series — bringing timely, relevant education directly to you. Whether it’s something you’re ready to act on now or simply want to understand better for the future, these sessions are designed with your family in mind.
Here’s what we covered in Q1:
- January — Tax-Advantaged Investment Strategies
- February — Economic & Market Update Call
- March — Roundtables on leveraging your balance sheet to access $5M+ life insurance policies
Monthly sessions will continue throughout the year. You can view and register for upcoming events at: parkcitywealthadvisors.com/events
INVESTMENT INSIGHTS
On the investment side, our team has been hard at work providing perspective on markets, private credit, and more. We’ve attached a few pieces to this newsletter in case you haven’t had a chance to review them yet — we think you’ll find them valuable. As always, if anything sparks a question or a conversation, don’t hesitate to reach out.
GROWING OUR TEAM — WITH PURPOSE
This quarter, we made meaningful investments in the people who serve you.
In January, we brought on a dedicated recruiter to source candidates with real tenure and a proven track record of excellence. I’m thrilled to share that we are onboarding several industry veterans — professionals with decades of experience who were top performers at their prior firms. They have already made meaningful contributions here, and their presence allows us to serve you at an even higher level.
We are also investing in the future of our industry through our summer intern program. These roles — focused on data, reporting, and analysis — serve as the foundation of a career path we’re proud to offer. Today’s interns are tomorrow’s analysts. And tomorrow’s analysts are part of the team that takes care of your family for years to come.
Every person we bring on is an extension of our commitment to you: responsiveness, expertise, and care delivered with consistency.
WHAT’S AHEAD: Q2 REVIEWS & BEYOND
Over the next four to six weeks, you’ll begin receiving invitations to schedule your Q2 review meetings. These are always one of my favorite touchpoints of the year — a dedicated time to go deep on your financial plan, walk through investment recaps, and make sure everything we’re doing is aligned with where you want to go.
As we move into fall and winter, our meetings will shift focus to CPA coordination, retirement contributions, and gifting strategies — the details that often make the biggest difference at year-end.
A GIFT TO OUR FAMILIES: COMPLIMENTARY ESTATE PLANNING
I want to share something I’m especially proud of — and something genuinely close to my heart.
This summer, we will be offering complimentary estate planning services to any client who needs a basic estate plan: a trust, a will, a power of attorney, and medical directives.
Honestly? I got tired of watching families — families like yours — pay thousands of dollars for straightforward documents that simply protect what they’ve worked so hard to build. Once you have assets, protecting them can matter even more than growing them. And yet this piece of the picture too often goes unaddressed.
So we hired a virtual attorney group for the year specifically to provide this service. No cost to you. Just another layer of protection, because that’s what we’re here for.
If this is something that would benefit your family, please reach out to me directly — I’d love to make sure you’re taken care of.
A NOTE ON NEW FACES
As we grow, you may notice some new names appearing in your inbox. Please know — every person on our team is an extension of me and an extension of our commitment to the Park City experience. They are here to bring you greater efficiency, improved capabilities, and the same personalized care you’ve always received.
I am always just a text or phone call away. That never changes.
It is truly an honor — one I do not take lightly — to walk alongside your family and play even a small role in helping you access all that life has to offer. That privilege is something our entire team embraces with pride, humility, and a deep commitment to getting better every single day.
We are genuinely excited for the next nine months of 2026 and all that they will bring. Thank you for trusting us.
With gratitude,
CEO, Park City Wealth Advisors
