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
Founded by Morgan Lemaitre, Park City Wealth Advisors is the culmination of years of financial services industry experience and hard work to build the company she envisioned. Morgan is proud to lead the team at Park City Wealth who are the heartbeat of our firm. Committed to your financial success, we focus on upholding our philosophies and ensuring that each of our clients is treated with the utmost respect and highest standards of service. We know our clients’ aim is to reach financial independence; it’s our goal to guide them with the right direction and proper tools to help them reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
When Morgan Lemaitre, CFP®, first entered the financial services industry more than a decade ago, she wanted be more than just someone her clients called when they need some financial advice. Her goal was to be a comprehensive partner, as well as a friend, who could be counted on in any situation. As a former figure skater for Team USA and international chef who cooked for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” In a male-dominated industry, she is proud to have paved the way for future female entrepreneurs, as well as her team of consultants and problem solvers who are committed to your financial success.
Our Approach
Meet Our Team
Natalie Hood
Chief of Staff
Tanner Gibson
Investment Analyst
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
