Park City Wealth Advisors is A Family Office for Founders, Entrepreneurs, Executives, & Preserving Legacy Wealth
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Grow Your Vision
Park City Wealth Advisors was founded by Morgan Lemaitre to provide a highly-specialized approach in building the foundation of your family legacy. Designed to reflect your values and the legacy you wish to preserve or create, Park City Wealth Advisors focuses on entrepreneurship, wealth management, estate planning, tax strategies, philanthropy and more; all combined to build financial certainty for the future.
We optimize communication and collaborative decision making between you and our exclusive team of financial experts. We cultivate the success you have secured to benefit not only your life, but that of generations to come.
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. Read more about each specialty below:
