A Family Office for Founders, Entrepreneurs, and Legacy Wealth
Based in Park City, Utah, Park City Wealth Advisors serves a diverse and global client base. We facilitate generational conversations that align your wealth and entrepreneurial spirit with a shared vision for yourself, your family, and the world.
We approach each of our clients with a holistic and unique plan to specifically fit your needs. Our services go beyond wealth management, but reach every corner of your asset management to optimize capital preservation and appreciation. We seek solutions that fit each client's needs with open, honest collaborative dialogue that leads to sound strategic direction; with tactics that optimize execution.
This process allows families to be positioned to harmoniously move forward to achieve agreed upon goals.
Park City Wealth Advisors is owned and founded by Morgan Lemaitre, CFP ®. The company is the product of Morgan’s desire to make a profound difference in the lives of her clients. Morgan has decades of industry experience working with high-profile clients in myriad industries. She is a proud female founder in a male-dominated industry and is paving the way for future entrepreneurs. She leads a team of consultants and problem solvers that have been hand-picked based on proven track records and ready accessibility.
The Park City Wealth Advisors Team works together to oversee all aspects of your financial wellness. Our specialized professionals support every client’s unique needs, including but not limited to tax specialists, estate planning, life insurance specialists. We engage clients when and where they need us i.e. either in anticipation of a liquidity event (picking investment bankers, facilitating a sale process) or maximize capital preservation with prudent tax planning. We partner with first class faculty with exquisite functional capabilities to ensure client needs are met.