Why WORK WITH Us
Why Intermountain Wealth?
We at Intermountain Wealth Management strive to provide exemplary financial services for clients from all walks of life. Here are two reasons why this is important:
We help individuals put all the pieces of the puzzle together to make one clear financial picture.
With over 30 years of experience and a strong community network, we can help with almost any pain point or issue our clients may have. Instead of spending endless hours of work and stress on your own, let us help create a plan that is easy for you.
Registered Investment Advisor
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.
“Fee Only” Financial Advisor
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.
Hurricane Indicator™
Our Hurricane Indicator™ alerts us to a potential change in market trend 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.
What is an Investment Fiduciary?
A Registered Investment Advisor serving as a fiduciary is someone who manages the assets of another person and puts their best financial interests first.
Our Team
We pride ourselves on the financial health and happiness of our clients!
