Park City Wealth Advisors isn’t just a financial firm; it’s the realization of a goal to build a different type of financial advisory company. We seek to provide comprehensive wealth management solutions that incorporate tax strategies and legal guidance, placing all your professionals under one roof with one point of contact. Our mission is to reach every corner of a financial plan to help optimize your capital, preserve your resources and nurture your growth. We think our comprehensive approach is the future of the financial planning industry, and we can’t wait for you to come aboard and experience the difference Park City Wealth offers!
The Family Office You Have Been Looking For
Meet Park City Wealth
Morgan Lemaitre, CFP®
Founder & Chief Executive Officer
Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet MorganPlay Video”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Our Approach
Joshua Flade, CFA
Co-Founder & Chief Investment Officer
Josh Flade oversees all investment strategy and portfolio construction at Park City Wealth Advisors. As Chief Investment Officer, Josh brings an institutional lens to private wealth management. He leads asset allocation, manager selection, risk oversight, and due diligence across public and private markets, with a focus on tax efficiency, downside protection, and long-term compounding.
Josh’s role is to ensure portfolios are designed with intention, not reaction. He evaluates opportunities through rigorous analysis and maintains discipline across market cycles, helping clients stay grounded through volatility and complexity. His leadership ensures that every portfolio reflects both strategic conviction and prudent risk management.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet Josh
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
4554 N Forestdale Drive, F39, Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
