Twin Peaks Wealth Management

Here at Kayne Anderson Rudnick, our wealth management team has been creating custom financial planning and investment solutions since 1984. Our founders, Richard Kayne, John Anderson, and Allan Rudnick, established our firm on a commitment to high-quality investing that has remained at the core of our approach. Between our our portfolio history and our 97% client retention rate, it’s no wonder we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine.

Jeff Solomon - Raymond James is a financial advisory firm based in Salt Lake City, UT, offering personalized financial planning and investment solutions for individuals, families, business owners, retirees, and those experiencing sudden wealth. With a pragmatic approach to wealth management and a focus on delivering strategic solutions, they provide clients with the right combination of services and guidance tailored to their specific goals and risk tolerance. Backed by proven expertise and a depth of resources, Jeff Solomon - Raymond James is committed to helping clients make the most of their investment opportunities. Recognized for their hard work and dedication, they strive to exceed client expectations and provide value in pursuit of their clients' financial goals. Generated from the website

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