What is the Great Wealth Transfer?
By 2045, between $84-$73 trillion will be handed down from the generation of Baby Boomers, those born between 1946 to 1964, to their...
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Morgan Lemaitre
Jan 3, 20232 min read
Park City Wealth Advisor’s Morgan Lemaitre Interviewed by Canvas Rebel
Park City Wealth Advisors' Morgan Lemaitre sat for an interview with Canvas Rebel. Canvas Rebel is a platform founded on the belief that...
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Morgan Lemaitre
Dec 14, 20222 min read
Park City Wealth Advisor's December Economic Update
Morgan Lemaitre, CFP, Owner & Founder of PCWA, presents her Quarterly Pulse Market & Economic Update for the end of 2022
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Morgan Lemaitre
Nov 29, 20222 min read
2022 Year End Financial Best Practices
As we head into the holiday season we hope all of you will take a well-deserved respite in front of fireplaces, flanked with Pumpkin pie,...
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