SALT LAKE CITY BASED & SERVING CLIENTS NATIONWIDE

Why Us?

Why Us?

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Your Experience

Your Experience

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Our Services

Our Services

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Meet the Team

Meet the Team

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Experience your wealth

Our first priority is helping you take control of your financial future. We want to learn more about your unique situation and understand your dreams and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Meet the Advisors

Discovering needs. Making Plans. Reaching Goals.

Curated articles, videos, and more for a financially savvier you.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

"The investor's chief problem - and his worst enemy - is likely to be himself. In the end, how your investments behave is much less important than how you behave."

- Benjamin Graham

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

- Peter Lynch

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd."

- Warren Buffett

Your success, our Expertise.

Craig Martucci

Craig Martucci, AIF

Senior Managing Partner

Eddie C Barber Jr.

Eddie C Barber Jr.

Senior Managing Partner

Tyler Bolyard

Tyler Bolyard CEPA, CPFA

Managing Partner

Jeremy Wood

Jeremy Wood, AIF

Managing Partner

Alec Perschon

Alec Perschon, AIF

Financial Advisor

Donovan Martucci

Donovan Martucci, AIF

Financial Advisor

Amy Babbel

Amy Babbel

Senior Operations Manager

Jenica Daniels

Jenica Daniels

Client Relationship Manager

David Bushman

David Bushman

CPA

Lisa Thompson

Lisa Thompson

Operational Manager

Our Firm at a Glance

135+ Years

EXPERIENCE

1,000+

FAMILIES HELPED

What would you ask a financial advisor today?

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