Broker Check

3165 Millrock Drive, Suite 300, Salt Lake City, UT 84121

801-930-6468
info@methodwealth.com

Our Services

PLANNING SERVICES
SIMPLE, BUT COMPREHENSIVE SERVICES

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

Person standing on mountain top

Clarity

Clearly defined financial goals provide a roadmap for wealth management, allowing for precise tracking of progress and necessary adjustments along the way.

Efficiency

Streamlined financial processes and strategies can enhance efficiency, allowing individuals to focus on their financial goals without being bogged down by administrative complexities.

Purpose

Purpose-driven wealth management encourages individuals to set future financial goals that not only focus on personal wealth but also on creating a positive impact.

With You Every Step Of The Way

Examination

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Exploration

Our team will present financial strategies designed to match your investor profile.

Execution

Life changes? Market volatility? Let us manage the bumps in the road.

Evaluation

Life changes? Market volatility? Let us manage the bumps in the road.

Schedule a Call
Comprehensive<br/>Solutions to Reach <br/>Your Financial Goals

Comprehensive
Solutions to Reach
Your Financial Goals

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.


  • Business succession planning in wealth management involves strategizing the transfer of ownership and leadership to help you achieve continuity and financial stability with your portfolio. 

  • Wealth management is a comprehensive financial service that combines investment management, financial planning, and other financial services to meet the needs of high-net-worth individuals.

  • A 401(k) is a tax-advantaged retirement savings plan.

  • Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

CONTACT US

We Want to Hear From You

Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.

Thank you!
Oops!