Financial Consulting in Utah

Investment planning, investment services, financial planning.

Estate planning and tax planning in Salt Lake City, Utah.

homeHeader br

 Uintah Financial Planning of Utah

Uintah Consulting is dedicated to facilitating, implementing, and managing your financial and estate planning structures, as well as effectively integrating these structures with services provided by your attorneys, accountants, and financial advisors. As an independent consulting firm, Uintah adds a broad, holistic and objective point of view to your wealth management team.

If you are looking for a financial planner in Salt Lake City, Park City, Heber, Roosevelt, Duchesne, Vernal or Uintah County in Utah, consider Uintah Consulting, an independent financial planning firm dedicated to wealth, financial and estate planning for individuals and families.

Please contact us for a consultation or to review your existing estate and financial plan. At Uintah Consulting we will help you assess its adequacy and ensure it is appropriately aligned with your tax strategies, financial investment objectives, business succession plans, real asset management needs, charitable inclinations, legacy wishes and any other financial considerations that may be of importance to you.