Wasatch Wealth is a business consultant and wealth management firm just outside of Salt Lake City, Utah.
Over the years we have watched our clients struggle through the complexity of transferring their business and/or retiring. They didn't even know where to start. Their financial house was disorganized and they were blindsided by things they didn't know they should have known.
We desperately wanted to help them avoid devastating mistakes they were making, which in some cases lowered their business value.
While searching for solutions, we discovered a few key strategies. The problem was how to organize all of it in a way that would work for our clients.
We became connected to organizations and professionals that had the expertise to help them. After a year of training, certifications, development and buildout we have successfully created a process that works to provide solutions.
We help our clients:
Find out today if your Business Transfer or Wealth Management Plan is on track. Have our Professional Network team brainstorm ideas for you to make sure all areas of your business and financial life are being taken care of properly.