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Raising the bar and being an advocate for the moments you work for.
Successful business owners and officers tend to:
We help our clients meet these needs and stay on track to reach the goals they are working so hard to achieve.
Well balanced planning should include:
We started CUI Wealth Management because we believe in higher standards. We believe the minimum expectations should:
If you feel the bar should be set higher than these minimums, it may be worth our time to meet.
We believe our clients should raise the bar for themselves. You wake up every morning to work for important moments in your life.
If you feel there is room to raise the bar for yourself, it may be worth the time to see if it is a good fit to work with us.
We have a great deal of respect for the drive and grit that it takes to start and run a successful business. We hold ourselves to a high standard, being entrepreneurs ourselves.
If you feel it is important to be associated with professionals that feel this way about their practice, it may be worth seeing if we are a good fit to work together.
Making the decision of working with a financial professional should not be based simply on products and knowledge.
It may be a good fit to work together if you :
If this describes your situation, let one of our professionals help you gain clarity and get on track.
Partner & Financial Advisor
As Partner at CUI Wealth Management, Michael seeks to help individuals and firms build financial independence. Since he began his career in the financial services industry, Michael has thrived in simplifying the complex financial world...
While still in college, Jason began his career in the financial services industry as an analyst with the State of Utah. After graduating from the University of Utah, he started with Cambridge Financial Center. Two years later, Jason...
Candice grew up in Salt Lake City, Utah. She attended school at BYU Idaho...