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The Family Office You Have Been Looking For

Park City Wealth Advisors isn’t just a financial firm; it’s the realization of a goal to build a different type of financial advisory company. When Morgan Lemaitre, CFP ®, first entered the industry, she wanted to stand at the side of her partners and be more than just someone her clients call when they need some financial advice. Her mission is to be a comprehensive partner, as well as a friend, who could be counted on in any situation.

After decades of industry experience and hard work to build a company she envisioned, she believes she has brought it to life through Park City Wealth Advisors. 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.

Since then Park City Wealth has evolved, but our mission remains unchanged. We seek to provide comprehensive wealth management solutions that incorporate tax strategies and legal guidance, placing all your professionals under one roof with one point of contact. We’re also proud to support both businesses and families with a high priority placed on protecting the ones you love.

Additionally, our services go beyond wealth management. We reach every corner of a financial plan to help optimize your capital, preserve your resources and nurture your growth. We seek solutions that fit each client’s needs with open, honest, collaborative dialogue that leads to sound strategic direction, then we draw up tactics that we believe give you the best opportunity to execute.

We think our comprehensive approach is the future of the financial planning industry, and we can’t wait for you to come aboard and experience the difference Park City Wealth offers.

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 Morgan
Meet Our Team

Joshua Flade, CFA

Chief Investment Strategist & Advisor 

Meet Josh

Bo Hall, CBDA

Financial Advisor

Meet Bo

Daniel Lemaitre, CFA

Exit Planning Specialist

Meet Daniel

Nick Burgess

Insurance Strategist

Meet Nick

Amanda Hall

Registered Client Service Associate

Meet Amanda

Kasey Ring

Financial Coaching & Education 

Meet Kasey

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.

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1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979grow@parkcitywealthadvisors.com

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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:

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