I talk a lot about legacy in my line of work, and I think about it even more. With my clients, we discuss what their hopes and dreams are...

Morgan Lemaitre, Owner & Founder of Park City Wealth Advisors, was thrilled to be interviewed by Park City Publication Voyage Utah. An...

A Park City Wealth Advisors Case Study: I have a female client, Rachel, who is in her mid-50s and is a very successful realtor. Being a...

With a high net worth comes complexity. Decisions surrounding your wealth’s preservation, growth, and distribution require a distinct...

Welcome to Park City Wealth Advisors, where personalized financial planning meets tailored investment strategies, providing high-net-worth i

Welcome to Park City Wealth Advisors, where your financial aspirations meet expert guidance and personalized care. We specialize in...

“I wish I started this sooner” is something Park City Wealth Advisors hear from a majority of our clients. There are several...

Park City Wealth Advisors is honored to have had the opportunity to sit down and talk about cohabitation laws with Abby Wool Landon of...

Family Office Wealth Management is when one dedicated firm considers a family's financial needs, goals, and risk tolerances for a...

By 2045, between $84-$73 trillion will be handed down from the generation of Baby Boomers, those born between 1946 to 1964, to their...