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Why Us

We at Intermountain Wealth Management strive to provide exemplary financial services for clients from all walks of life. We know that financial planning can be an extremely stressful endeavor, and we are here to support our clients no matter where they are in their lives and careers.

Working with a Registered Investment Advisor (RIA) eliminates many of these stresses and ensures that you are in experienced hands. A Registered Investment Advisor has a fiduciary duty to act in their clients’ best interests.

Before we even consider a financial plan, we meet with our new clients and discuss their unique situations. As a “fee only” advisor, we believe that a client’s goals and values should be an integral part of any plan, and we will not advocate for any strategies that a client does not feel completely comfortable with. Our client’s health and happiness is our primary goal, and we follow a fiduciary standard of care that ensures our clients always come first. This is one of the many factors that sets Intermountain Wealth Management apart from the crowd.

Many new clients come to us feeling nervous about the market, especially as the financial meltdown in 2008 left such an impact on their lives. We have dedicated our lives to showing clients the full picture, not just ignoring the lows and emphasizing the highs. We strive to help our clients through the downturns and market corrections that are a natural part of the financial world. How do we protect our clients when the markets aren’t going well?

The first step is to prepare for whatever markets lie ahead, and we use a unique tool to ensure that we always have an eye on the horizon. Our Hurricane Indicator™ alerts us to potential market changes and allows us to make portfolio adjustments to help protect ourselves from the full force of the storm. Unlike many financial advisors, we do not subscribe to a “buy and hold” philosophy, and we take protective action to minimize or try to prevent large losses when the Hurricane Indicator™ suggests a downturn ahead.

If you are worried about your financial future, reach out to us today. We will schedule a no obligation appointment to explore your financial needs, listen to your goals, and come up with a plan that can both grow and protect your wealth.