The Certified Financial Planners™ of Divergent Wealth Advisors take a distinctive approach to personal and institutional wealth management.
Each of our services is highly personalized and interactive, based on your unique goals and objectives. Whether you are seeking financial planning and investment advising for yourself or your Sandy-area business, we will work side by side with you to craft a customized financial plan that encompasses all your needs.
Our simple wealth management strategies prioritize values and principles. Our services are exclusively fee-based, enabling us to truly serve your best interests and guide your financial planning without bias.
Trust Our Certified Financial Planners™ for Your Wealth Management Needs
Each of our financial advisors has earned the Certified Financial Planner™ — or CFP® — designation from the Certified Financial Planner Board of Standards. To earn this designation, professional advisors must comply with the CFP® board’s rigorous standards of education, experience and knowledge.
Earning the CFP® designation is so arduous, in fact, that only about 17 percent of financial planners have earned this certification.
Don’t entrust your or your firm’s financial future to just anyone. At Divergent Wealth Advisors, all our Sandy, Utah, financial planners have earned this esteemed designation, allowing us to serve our clients with the pinnacle of ethics and expertise.
Personal Financial Planning & Wealth Management for Sandy Residents
In Sandy, Divergent Wealth Advisors helps our individual clients with wealth transfer and estate planning, retirement planning, tax planning, investment analysis, portfolio management and more.
From the moment you first meet your investment advisor, you will recognize why we’re different. Instead of sitting you down with a 20-page questionnaire, we sit with you and together, we use the power of big data and advanced analytics to create an interactive wealth management plan designed to get you to your goals.
Effectively planning for your retirement and your family’s financial future requires more than developing and implementing a plan, however. We will review and revisit your plan periodically with you to identify and implement any changes necessary to keep you on track.
Business Financial Planning & Investment Management
We assist our institutional wealth management clients in a variety of ways, including managing their pension and retirement plans and providing value-added services to plan participants. To enhance the value of the benefits your company provides to employees, we also assist participants with their own retirement planning and wealth management.
We advise small-business owners, helping them develop long-term exit strategies to ensure the greatest possible return on their hard work and investment.
For expert individual and institutional wealth management services in Sandy, Utah, trust the Certified Financial Planners™ at Divergent Wealth Advisors. Contact us today to schedule your appointment with one of our financial planners and investment advisors.
DISCLAIMER: It is important to note that this information is not meant to provide investment, tax, legal or accounting advice. This material is for informational purposes only, and is not intended to provide, and should not be relied on for, investment, tax, legal or accounting advice. You should always consult your own financial planning, tax, legal and accounting advisors before engaging in any transaction.