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Park City Wealth Advisors: Your Partner in Wealth Management, Tax Strategy, and Legal Guidance.

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"Morgan and her team at Park City Wealth Advisors are absolutely amazing to work with. In all my interactions with Morgan it is evident she possesses an unparalleled depth of knowledge in wealth management. Her strategic insights and ability to craft customized financial solutions for her clients has been game-changing for me. She strives to understand her client's individual goals and circumstances, ensuring that each recommendation is tailor-made to fit their needs."

-Kasey R.

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"We love working with Morgan and her team. It's not just about the exceptional work they do; it's the personal touch Morgan adds that makes all the difference. It's rare to find such passion and commitment in today's business world.

Keep up the amazing work!"

-Ryan B.

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"My family and I have benefited greatly from working with Morgan and her team at Park City Wealth Advisors. From Investment Strategy and Management, to tax & estate Planning, even private real estate investment opportunities, they’ve made a measurable impact in our families long-term outlook and financial longevity. I highly recommend calling them TODAY!"

-Star G.

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Begin with a Plan.

For your goals. For your future.

 

These are dynamic times. You face opportunities and challenges at each stage of life: starting a family, buying a dream home, transitioning a business, entering retirement and preserving all you have built for future generations. That is why confidence, transparency and an authentic relationship with your Financial Advisor are essential.

 

Our entire team is committed to learning about you, your family and your values. By actively listening, we gain a clear understanding of the motivations and passions that drive each generation. We then work with you to build a financial strategy that helps put you—and keep you—on track to meeting your goals.

 

Our commitment to you:

  • A focus on accountability, always putting your interests first

  • Investment and wealth planning advice that is informed by the global resources of UBS and inspired by a deep commitment to our clients and community

  • A high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy

Forest Road

Park City Financial Services

Park City Wealth Advisors offers a well-rounded approach to making the most of your wealth. Working with industry leaders, we have everything it takes to help you be good stewards of existing and anticipated wealth. 

 

Building generational wealth starts here.

​Morgan and her team work with entrepreneurs from myriad industries and backgrounds. Park City Wealth Advisors main areas of focus include families that are looking to use hard-earned capital to create generational wealth that extends the reach of generations to come by providing assets by which they can literally   “stand on your shoulders” to do great things.  

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