Who Should Schedule a Free Discovery Call?
Start with a discovery call to simplify your financial situation if you are*:
A career Professional
5-10 Years from Retirement
A business owner
Recently Retired
Retired for awhile
A woman investor
* Most investors who work with Wasatch Wealth have a minimum of $500,000 in assets, not including their real estate holdings.
During your Discovery Call, You'll:
- Get straight-forward, easy-to-understand answers to your initial financial questions
- Understand how The Wasatch Way process is designed to increase income and life satisfaction
- Find out how our investment approach provides calm and confidence in spite of market ups and downs
- Get a clear roadmap for how to proceed to your custom proposal development
- Get to know Wasatch Wealth and meet the team that will take care of your financial needs
Use Your Free Discovery Call to Evaluate Our Firm and Make an Informed Decision About Working Together
Any last questions? Find your answers here.
We won’t know exactly until we've fully assessed your financial situation. Our Wasatch Wealth process will provide you with a quote of accurate fees before you incur any costs.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
- We transform financial complexity into simplicity.
- We take care of our clients across their financial lifespan.
- We're credentialed advisors with decades of experience in both personal and business finance.
- We focus on educating our clients to ensure maximum transparency.
- We work directly with your accountant, mortgage broker, insurance agents and other parties that may be involved in your finances.
- You have us in your corner for all of life’s most important decisions.
We believe in getting to know our clients, their unique circumstances and then tailoring recommendations to meet those needs. Rather than subjecting you to the whims of the market, we'll help you set up a diverse, balanced and tax-efficient portfolio to improve your after-tax returns.
We follow the philosophy of Benjamin Graham "The essence of investment management is the management of RISKS, not the management of RETURNS."
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