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About CUI Wealth Management

Why We Started CUI Wealth Management

The Advisors of CUI Wealth Management have been serving clients in the greater Salt Lake area for several years. We are motivated by helping clients reach their full financial confidence. We want to be the partner that helps you align your wealth, passions, and purpose, so that you can pursue a happier, healthier, more fulfilling life.

What Needs Improvement in the Financial Service Industry?

Some advisors sell specific products based on loyalty to particular providers or with a financial product in mind before meeting the client. This approach puts less emphasis on the client's needs or desires, leaving loyalty to the client as secondary. This approach can be due to contracts requiring quotas, a lack of product knowledge, limited access to strategies based on licensing, or getting comfortable with specific products. We feel that client recommendations should not be motivated by extrinsic incentives or loyalties.

Our Commitment

Our focus is serving business owners in their financial planning and advising plan sponsors in managing employer-sponsored retirement plans. We commit to providing financial direction to our clients when navigating the jungle of retirement plans by giving our professional advice and educating them to the best of our ability. 

We take pride in our client relationships. We are grateful for the opportunity to participate in such intimate and vital decisions that can make a lasting impact on people's lives. We are thankful to the spouses and significant others who have supported us in our pursuit to make a positive impact on the community. We recognize the sacrifices they have made as we have formed and built this financial practice.

801-505-0548

Info@cuiwealth.com

How Does Your Advisor Compare?

How Does Your Advisor Compare?

Here are some of the most common services advisors provide to 401k plans.

  • Performance Reviews
  • Investment Menu Design/ Fund Selection
  • Plan Provider Selection 
  • Investment Policy (IPS) Creation/Monitoring
  • Fee Benchmarking
  • Education Program Design
  • One-to-One Meetings with Participants
  • Group Meetings with Participants
  • Presents to Investment Committee
  • Developing /Delivering Fiduciary Training


How is our servicing model Unique?

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