Female Entrepreneurs - This is Why You Need a Wealth Advisor!
Empowerment, determination, and a drive to succeed are the hallmarks of female entrepreneurs. Over the past few decades, women have been...
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Morgan Lemaitre
- Nov 15
- 3 min
Wealth Management for Entrepreneurs.
Entrepreneurship can be one of the most rewarding journeys. However, there can be just as many challenges along the way as there are...
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Park City Wealth Advisors
- Oct 19
- 2 min
Park City Wealth Advisor's October 2023 Quarterly Market Pulse and Economic Update!
Missed our Quarterly Economic Update? No problem! Park City Wealth Advisors is pleased to provide the recording for folks who weren't...
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Morgan Lemaitre
- Oct 6
- 2 min
Transferring Wealth: Inheritance and Trust Funds
The upcoming years are poised to witness a monumental financial shift, termed "The Great Wealth Transfer," with an astounding $73...
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Morgan Lemaitre
- Sep 21
- 3 min
The Best Financial Strategies for High Net Worth Individuals to Use Right Now
When it comes to managing wealth, there is no one-size-fits-all approach. Every individual's financial picture is unique. For this...
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Morgan Lemaitre
- Aug 29
- 3 min
Wealth Advisor or Financial Planner? What's the Difference?
Are you ready to solidify a plan to reach your financial goals? You come across search results for a financial planner and a wealth...
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Morgan Lemaitre
- Aug 21
- 2 min
Park City Wealth Advisors Partners with 1031 Asset Management Platform RCX
Aug 21, 2023, Park City, Utah - Park City Wealth Advisors (PCWA), a family office based out of Park City, Utah, is pleased to announce...
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Morgan Lemaitre
- Aug 14
- 3 min
Solidifying Your Finances in Your 50s
Welcome to your 50s! Your kids are on their way out of the house or might even be out already. So, what does this new chapter look like...
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Morgan Lemaitre
- Aug 2
- 3 min
Smart Money Moves for Double Income No Kids (DINK) Households
Do you and your partner both bring home a paycheck and have no dependents? If so, you are a Double Income, No Kids household, or DINK for...
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Morgan Lemaitre
- Jul 24
- 3 min
Meet Morgan Lemaitre, Your Park City Neighbor
Morgan Lemaitre, founder of Park City Wealth Advisors, is honored to be featured on this July cover with her family. Neighbors of Park...
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Morgan Lemaitre
- Jul 20
- 3 min
The Best Things to Do With Your Finances in Today’s Market
You know your goals and what you want to achieve from your hard work and discipline. But do you know how to assess your risk tolerance in...
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Morgan Lemaitre
- Jul 12
- 3 min
Are these Bad Habits Holding You Back From Your Financial Goals?
Where did you learn how to handle your finances? Maybe you learned from your parents or maybe you simply learned by over hearing family...
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Morgan Lemaitre
- Jun 22
- 3 min
Setting Yourself Up For Long Term Financial Success in Your 40s
You are in your forties! Congratulations - you can take a breath now. You are sought after in your field of work, your kids are of the...
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Morgan Lemaitre
- Jun 16
- 3 min
Common Misconceptions about Consulting a Wealth Advisor
“I wish I started this sooner” is something Park City Wealth Advisors hear from a majority of our clients. There are several...
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Morgan Lemaitre
- Jun 1
- 4 min
Setting Yourself Up For Long-Term Financial Success in Your 30s
In your thirties, you are entering a time of new and exciting life experiences. Your financial success and decisions begin to affect not...
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Morgan Lemaitre
- May 23
- 3 min
Cohabitation Laws: An Interview with Abby Wool Landon
Park City Wealth Advisors is honored to have had the opportunity to sit down and talk about cohabitation laws with Abby Wool Landon of...
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Morgan Lemaitre
- May 16
- 3 min
Setting Yourself Up For Long-Term Financial Success and Building Wealth in Your 20s
In your twenties, you are taking your first steps into the real world. You recently earned your degree, landed a full-time job in your...
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Morgan Lemaitre
- May 4
- 2 min
PCWA Founder Morgan Lemaitre, Interviewed for Memoirs of a Mom
Park City Wealth Advisors Founder Morgan Lemaitre sat down for a conversation with Casey Lane of Memoirs of a Mom. Their discussion...
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Morgan Lemaitre
- Apr 25
- 3 min
4 Ways to Increase Net Worth in Today’s Economy
Is your balance sheet suffering? Even if you have the same income, you may find yourself blindly unaware of your balance sheet. Today’s...
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Morgan Lemaitre
- Mar 23
- 3 min
5 Things To be Prepared for When Filing for the 2022 Tax Season
Park City Wealth Advisors had the opportunity to sit down with Eric Evans, a tax expert with WSRP, to discuss this year’s Tax Season....
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