Managed Wealth Financial

Capital Wealth Advisors in Lehi, UT offers strategic tax income planning for retirees, helping individuals create custom retirement income plans that encompass investments, taxes, healthcare, and legacy considerations. Through their Retirement Money Map planning process, clients can gain confidence in their financial future by evaluating their current situation and working towards their ideal retirement lifestyle. With a focus on fiduciary principles and providing protection for clients' best interests, Capital Wealth Advisors also offers valuable resources such as instant downloads on tax-efficient retirement strategies, layoff survival guides, and key financial challenges in retirement. Their goal is to guide individuals in building more than just a portfolio, but a comprehensive plan to support a fulfilling retirement.Generated from the website

From the website:Estate Planning Estate Administration Asset Protection

Sorenson Capital is a venture capital firm based in Lehi, UT, specializing in investing in B2B software companies across the entire lifecycle from early stage to pre-IPO. With a product-first approach, they provide deep technical expertise and tailored support to help founders and management teams achieve product market fit and beyond. Their highly specialized team offers collaboration and practical solutions to help companies in cybersecurity, application analytics, ML and AI, devtools, and computing infrastructure sectors succeed in the competitive business landscape. Sorenson Capital's engagement and collaborative style have been praised by CEOs and founders for driving dramatic value creation and growth acceleration. Generated from the website