Please complete the quick survey below so that we can get to know a little more about you and your financial picture to better inform our initial conversation.
Thank you for your interest in working with Park City Wealth Advisors.
Why Park City Wealth Advisors?
Our approach to winning and servicing clients, along with proposals for prospective clients, frequent market insights and white-labeled materials, equips you with the tools to succeed. At Park City Wealth Advisors, we’ve elevated our practice through years of trial and error. Now, we’re focused on helping other advisors bypass the mistakes we’ve made and assist them in strengthening their practice. This is why we created Park City Investment Solutions—to help you succeed and strengthen your business by serving as your dedicated personal investment committee and outsourced chief investment officer.
Serving individual wealth advisors, wealth advisor teams, and family offices.
Tap Into
- Investment Models
- Annual, mid-year review packets
- Best practices
- Economic updates
- Preferred partners
What custodians do you work with?
We work with all major custodians, including Fidelity, Schwab, Goldman, Pershing, etc.
What does it cost?
Our solutions have varying costs. Advisors and their clients may find potential opportunities for savings working with us.
Will you help me pitch to a client?
Absolutely. We are always more than happy to help you win clients. When you win, we win.
Can I list you on my website?
Yes, we frequently have our team members listed as Investment Committee Members on the websites of the advisors we work with.
Am I able to white label your presentations?
Yes, you can white label our presentations. We provide customizable materials that allow you to brand them as your own
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
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
