Park City Wealth Advisors

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS
26,700

Firm Details

Metro area Salt Lake City
CRD Number
Website parkcitywealthadvisors.com
Client types

Overview

Park City Wealth Advisors was founded and is owned by Morgan Lemaitre, CFP. The company originated from Morgan’s desire to significantly impact her clients' lives. Morgan possesses decades of industry experience, having worked with high-profile clients across various industries. As a proud female founder in a male-dominated industry, she is actively clearing the path for future entrepreneurs. She leads a carefully selected team of consultants and problem solvers, chosen for their proven success and accessibility. The Park City Wealth Advisors Team collaboratively manages all aspects of their clients’ financial well-being. Their specialized professionals provide support for every client's unique requirements, including expertise in areas such as tax, estate planning, and life insurance. They engage clients when and where needed, whether in anticipation of a liquidity event (such as selecting investment bankers or facilitating a sale process) or to maximize capital preservation through careful tax planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Park City Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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