An inside look at three alternative investment opportunities we currently find compelling. We’ll cover how these strategies work, why they stand out in today’s environment, and how they may fit within a thoughtfully diversified portfolio.
Discover how to create a budget that fits your lifestyle and keeps you on track. We’ll share strategies for managing both regular and irregular income, as well as tips for avoiding common mistakes that can derail your financial plan.
Please join us for an afternoon gathering at the home of Morgan Lemaitre, Managing Director of Park City Wealth Advisors.
Help your students prepare for life as an adult. In this session, students fast forward ten years into the future. They will have the opportunity to see how decisions about their career, family, needs, wants and priorities add up.
As markets evolve through Q3, we’ll share how we’re evaluating risk, return, and diversification in real time.
Most people don’t know their estate tax exposure until it’s too late to do anything about it. Join us for a candid conversation with a practicing estate planning attorney as we break down how estate taxes work, what triggers them, and the advanced strategies available to protect your wealth and your legacy
We make purchases everyday, whether online, over the phone, with a card or via mobile payment services. In today’s society, it’s important to stay informed of common scams. Learn key principles to protect yourself against scams and other fraud strategies.
Equities. Fixed income. Alternatives. The words get thrown around constantly — but what do they actually mean for your money? Join us for an in-person session where we break down how each asset class works, what drives returns, and how we think about building allocations that are intentional, not accidental.
Want a better understanding of how credit works? Learn about the components of your credit score, the best ways to build or reestablish credit and your rights as a consumer.
As we close out the year, we’ll take a strategic look at: The economic and market forces that defined 2026, lessons learned across asset classes, and positioning considerations as we enter 2027.
Your estate plan is not just about efficiency—it’s about intention. Join us for a practical conversation for families thinking beyond their lifetime.
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
1082 West Wasatch Springs Rd, T2 Kamas, UT 84036
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
© 2026 Park City Wealth Advisors.
