Our financial planning approach is simple. We are fee-only financial planners. That means we aren't driven to sell you on products or services simply for a commission. Our comprehensive financial planning includes: - Wealth Management - Estate Planning - Investment Management - Retirement Planning - Insurance Planning - Income Tax Planning - College Savings Planning - 401(k) Solutions
The Wealth Management division of D.A. Davidson offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients' trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our 80-year-old, employee-owned company that is as independent as you are.
I'm Troy Knighton, CPA, the founder of Veritas Wealth Management. My dedication to working on complicated tasks efficiently and effectively allows me and my clients to spend more time doing the things we love. I am a multifaceted advisor who helps individuals, families, and businesses achieve long-term financial goals. I work with a variety of entities including trusts, partnerships, not-for-profit organizations, and retirement plans. As a Certified Public Accountant, I am particularly well qualified to assist clients with complex tax and estate planning needs. You do not have to be a Certified Public Accountant to be a financial advisor, but there are significant advantages to having an extensive knowledge of the tax code.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Salt Lake City, UT area, Trenton M Christensen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Lefavi Wealth Management, an Investment Advisor Registered with the, SEC, Celebrates 40 Year Anniversary
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