In Cottonwood Heights, Utah, trust the Certified Financial Planners™ of Divergent Wealth Advisors for truly customized wealth management and financial planning services.

We take a different approach to personal and institutional wealth management, and we think you’ll be impressed. Our simple yet elegant investment strategies are surprisingly effective.

Our credentialed expert financial planners work with you in a highly interactive, collaborative setting, unlike any financial advising experience you’ve had before.

Trust Our Certified Financial Planners™ with Your Financial Future

At Divergent Wealth Advisors, all our financial advisors have their CFP® certification — a designation only 17 percent of financial planners have earned.

The Certified Financial Planner™ credential gives you peace of mind — you know your institutional or personal wealth manager has extensive education and experience. CFPs are held to the highest ethical standards in the industry, and this designation is truly the gold standard in the wealth management and financial planning industry.

In keeping with our high standards and practices, our services are always fee-based to ensure we avoid any potential conflicts of interest that are commonly associated with commission-based financial advising.

financial planning and wealth management Cottonwood Heights Utah

Individual Financial Planning & Investment Advising

At Divergent Wealth Advisors, we believe strongly that no one should ever be faced with the prospect of building their wealth a second time.

This strategy fuels our passion and underlies every service we offer. Personal wealth management is about more than a portfolio — it’s about your future, your family and your legacy.

When you come in to meet with one of our Certified Financial Planners™, you’ll notice a difference almost immediately. We don’t plan your future in empty conference room with a stack of forms. With the assistance of our state-of-the-art data modeling technology in our interactive planning room, you’ll watch your financial plan come to life right before your eyes.

For individual investors, we offer a wide range of comprehensive wealth management services, including estate and retirement planning, insurance and real estate analysis, portfolio management, 401(k) consulting and wealth transfer advisement.

Institutional Investment Advising, Wealth Management & Participant Services in Cottonwood Heights

For business owners, our enterprise-focused investment advising and wealth management services help you help your staff and their families. By taking good care of your retirement plan participants, you demonstrate your commitment to your employees, their families and their future.

Not only do we capably design and manage pension and retirement plans, but we assist your staff in their preparation for retirement. Our value-added participant services are designed to educate and inform, and to assist your staff in growing and managing their personal wealth.

In addition, we provide institutional investment advisement, risk management, insurance planning and exit consulting for small-business owners.

Contact us today to schedule a personal consultation in Cottonwood Heights, Utah. You’ll instantly recognize the difference in the services we provide, and the value we bring to your wealth management and financial planning endeavors.

 

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.