- Services are provided under the name Park City Wealth Advisors, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Park City Wealth Advisors, represent the individual’s role with Park City Wealth Advisors, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. This site and the content herein are subject to certain Legal Notices. A copy of MGO One Seven’s current written disclosure brochure filed with the SEC which discusses among other things, MGO One Seven’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Please visit our disclosures page for important disclosures. To check broker background visit this:
- This web site is intended to provide general information about Park City Wealth Advisors and its team. It is not intended to offer investment advice or to recommend the purchase or sale of any investment product. Information is provided to learn about our advisory services and our people as well as to contact us for further information.
- Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. Park City Wealth Advisors does not guarantee the accuracy of the information contained on this web site. The information is of a general nature and should not be construed as investment advice.
- Park City Wealth Advisors will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a copy.
- If you have any questions regarding Compliance and Regulatory information, please Contact Us
- SEC Investor.gov – https://www.investor.gov/CRS
- Investment Adviser Public Disclosure – https://adviserinfo.sec.gov/
Disclosures
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
Connor Alleman
Analyst
Bridger Richards
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
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
