Park City Wealth Advisors

Park City, Utah

5.0 (15 reviews)
Call (435) 500-5979 Visit website →

About

Park City Wealth Advisors provides financial planning and wealth management services to business owners, entrepreneurs, and high-net-worth families, with a focus on multi-generational strategies and tax planning. The firm, founded by CFP® Morgan Lemaitre, works with clients on investment strategy, retirement planning, estate planning, and wealth transfer structures, often coordinating with external tax and legal professionals. Services include access to alternative investments and private markets alongside traditional portfolio management. The firm operates from Park City, Utah and serves clients nationwide.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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