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
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking 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.” Click below to learn more about Morgan and Park City Wealth Advisors.
Meet Our Team
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
Ready To Enhance Your Lifestyle?
Let’s Connect
Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
