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13961 South Minuteman Drive, Suite 300
Salt Lake City, UT 84020

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Phone: 801.984.8000

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

Our Salt Lake City advisors specialize in providing wealth management, life insurance, and retirement advisory services to corporate fiduciaries, high-net-worth investors, private foundations, corporate executives, and business owners as well as design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios.

Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Salt Lake City, UT

13961 South Minuteman Drive,
Suite 300
Salt Lake City, UT 84020
Phone 801.984.8000