We integrate ourselves into every facet of your financial plan to help you succeed. See some of the cases we have had the privilege of helping.
Park City Wealth presents this workbook as a starting point in your financial journey. The information collected from the following pages will help us develop a financial plan that leverages your resources to help you achieve your goals.
Our clients typically seek professional financial management, portfolio building, and decision-making support for their families. They range in age from their twenties to nineties and often come to us during significant wealth changes such as selling a business, planning for retirement, or going through partnership separation. Our typical client’s net worth ranges between $5 million and $50 million, although no minimum net worth or portfolio size is required.
Based in Park City, UT, we offer unbiased, comprehensive advice covering financial independence, estate planning, tax planning, risk management, and more. Unlike competitors such as Goldman Sachs and UBS, we discuss tax and legal strategies. We truly act as your family’s personal ‘CFO.’
No, our services are not available on an hourly basis in order to ensure comprehensive long-term guidance for our clients.
Yes, we welcome immediate family members in our comprehensive planning at your discretion. We see the client’s family as frequently being an integral part of a comprehensive plan.
We use a team approach. One Planner manages day-to-day relationships, while Principals – Morgan Lemaitre and John Jaicks – are always available. Meetings include a mix of Principals and Planners as needed.
Yes, we collaborate with your existing advisors and can provide referrals if needed.
Our annual fee is tiered based on assets under management and payable quarterly from your investment accounts. Fees do not exceed 1.5%, and there is no minimum investment size.
No, but we focus on optimizing taxes and review filed tax returns. We also provide estate planning analysis and advice.
No, but we manage investments better when assets are custodied at Charles Schwab, Fidelity, or Raymond James. We work with existing investments and recommend sales when necessary.
CFP: Certified Financial Planner; CPA: Certified Public Accountant;
CFA: Chartered Financial Analyst; CEPA: Certified Exit Planning Advisor
Part of our fee may be deductible as a business expense for self-employed clients, but it is no longer deductible as a Miscellaneous Itemized Deduction.
We use Charles Schwab, Fidelity, or Raymond James as custodians. We do not take custody of client assets and receive no material compensation other than software for managing client data.
OneSeven is our registered Investment Advisor regulated by the SEC. Park City Wealth Advisors operates as a DBA, or trade name, of OneSeven.
We communicate regularly with clients nationwide via video conferencing, phone meetings, or in-person visits. We are never out of reach.
Park City Wealth Advisors offers a well-rounded approach to making the most of your wealth. Working with industry leaders, we have everything it takes to help you be good stewards of existing and anticipated wealth. We work with entrepreneurs from myriad industries and backgrounds, primarily assisting families in transforming their hard-earned capital into generational wealth. We aim to provide assets that empower future generations, allowing them to “stand on your shoulders” and achieve great things.
To support you in your financial journey, we offer a range of comprehensive services tailored to your unique needs. Our knowledge covers everything from wealth management and wealth transfer to exit planning and tax strategies.
Our goal is to help educate our clients and our community about financial topics that can benefit them now, and in the future.
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:
© 2025 Park City Wealth Advisors.
