Twin Peaks Wealth Management

Blue Barn Wealth is a Salt Lake City-based wealth management firm that offers a range of financial planning services, including investment management, tax planning, retirement planning, and estate legacy planning. Led by a team of experienced professionals, they prioritize their clients' needs and goals, providing personalized solutions to help them achieve financial success. With a focus on fee-only fiduciary services, Blue Barn Wealth is committed to acting in their clients' best interests. They believe in simplifying the complexities of finance and using their expertise to create elegant solutions tailored to each client's unique circumstances. Whether you have a small or large account size, Blue Barn Wealth aims to help you live a more meaningful life by providing quality wealth management at a reasonable price.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Burrus Financial Services is an independent, fee-only, registered investment advisory firm based in Salt Lake City, UT. With a fiduciary duty to their clients, they offer comprehensive financial planning services including investment advice, asset allocation strategies, tax management, estate planning, and risk management. Recognized for their success, Burrus Financial has been awarded the 40th Fastest Growing Company and currently custodies over $200 million in assets with Fidelity. Their commitment to excellence is further demonstrated through their membership in the National Association of Personal Financial Advisors.Generated from the website