Phone: 435.500.5979
Nick Burgess
Insurance Strategist | Principal | The Burgess Group
As a key leader at The Burgess Group, Nick specializes in sophisticated insurance strategies tailored for high-net-worth individuals, business owners, and institutional clients. With a deep understanding of premium financing, estate planning, and advanced risk management, Nick helps clients navigate complex financial landscapes with precision and clarity.
Growing up in his family business, Nick began working at The Burgess Group in 2005, gaining hands-on experience across all facets of the company. After attending business school at the University of Utah, he spent five years outside the firm—first as an intern at Northwestern Mutual and later as an advisor at Mass Mutual, where he built a successful book of business. Returning to The Burgess Group, Nick has now spent a total of 15 years with the firm, bringing both deep industry expertise and an entrepreneurial mindset to their work.
Known for a planning-first approach, Nick prioritizes long-term outcomes over transactional relationships. By leveraging exclusive proprietary products and working with top-tier carriers, they ensure optimal structures that align with each client’s unique financial objectives. Their expertise extends beyond implementation, focusing on ongoing policy management and performance optimization to safeguard wealth across generations.
Nick is a trusted advisor to top attorneys, accountants, and financial professionals, seamlessly integrating insurance solutions into broader wealth management strategies. With a commitment to transparency and excellence, they continue to set the standard for innovative, client-centric advisory at The Burgess Group.
Meet Park City Wealth
Morgan Lemaitre, CFP®
Founder & Chief Executive Officer
Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet MorganPlay Video”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Our Approach
Joshua Flade, CFA
Co-Founder & Chief Investment Officer
Josh Flade oversees all investment strategy and portfolio construction at Park City Wealth Advisors. As Chief Investment Officer, Josh brings an institutional lens to private wealth management. He leads asset allocation, manager selection, risk oversight, and due diligence across public and private markets, with a focus on tax efficiency, downside protection, and long-term compounding.
Josh’s role is to ensure portfolios are designed with intention, not reaction. He evaluates opportunities through rigorous analysis and maintains discipline across market cycles, helping clients stay grounded through volatility and complexity. His leadership ensures that every portfolio reflects both strategic conviction and prudent risk management.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet Josh
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
4554 N Forestdale Drive, F39, Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
