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The Advisors of CUI Wealth Management have been working in the Salt Lake area for several years. Our motivation to start CUI Wealth Management came from seeing several opportunities in the industry. We feel there are many advisors who are compelled to sell specific products with little regard for the needs or desires of the client. This can be due to contracts that must be fulfilled, a lack of product knowledge, or sometimes just getting comfortable with specific products. We feel that client recommendations should not be based on outside incentives given to advisors.
We enjoy what we do and take pride in it. We are grateful for the opportunity to take part in such intimate and important decisions that can make a lasting impact on peoples lives. We are grateful to the spouses and significant others who have supported us in our pursuit to make a positive impact on the community we live in. We recognize the sacrifices they have made as we have formed and built this financial practice.