In Salt Lake City, Divergent Wealth Advisors provides expert personal and institutional wealth management services for individuals and business owners.

Divergent stands apart from others in the industry because we take a unique, hands-on approach to financial planning and advisement. Our fee-based services are personalized and interactive, ensuring that your financial plan is as distinctive as you are.

We believe you should never have to build wealth twice, and that’s why we developed an investment strategy that is grounded in sound principles and values.

Personal Wealth Management & Financial Planning Services

The personal wealth management and financial planning services we provide to our Salt Lake City clients begin with a focus on the big picture — your objectives and goals. From there, we develop the detailed strategies that help get you there.

Our individual investor services include tax planning, wealth transfer and estate planning, 401(k) consulting, retirement planning, insurance risk analysis, real estate analysis, liability management and portfolio management.

With our exclusive interactive financial modeling approach, your personal advisor’s knowledge and experience will join forces with the power of advanced data analytics to create a financial plan that gets you where you want to go.

Financial Planning and wealth management for Salt Lake City Utah

Institutional Wealth Management, Tax Planning & Investment Advisors for Salt Lake City Businesses

For business and enterprise clients, our institutional wealth management services focus on pension and retirement plan management, investment advising, small business exit consulting and participant services and education.

Helping your employees prepare for retirement — by providing an attractive retirement and pension benefits plan — will help you attract and retain top talent. That’s why our institutional financial planning services focus on your participants as well as your firm.

Our services are always fee-based and transparently priced, so you never have to worry whether a potential commission influenced an investment recommendation.

Certified Financial Planners™ Guide Your Financial Future

When you work with Divergent Wealth Advisors, you will have the peace of mind that comes from working with credentialed experts. All of our wealth advisors are Certified Financial Planners™, a designation that fewer than 20 percent of financial advisors have earned.

The CFP® credential indicates a financial advisor who has demonstrated the highest level of ethics, expertise and experience, according to the Certified Financial Planner Board of Standards. Whether you need investment advising, tax planning, estate planning and wealth transfer or another type of financial advising, trust a CFP® to help you achieve your goals.

Divergent Wealth Advisors is changing the way our Salt Lake City, Utah, clients engage with financial advisors. Contact us today for assistance with all your institutional and personal wealth management needs.

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.