Stonecreek Wealth Advisors, Inc. is a financial planner in Riverton, UT. The firm provides comprehensive, fee-only wealth management services to pre-retirees and families throughout South Jordan, Draper, Riverton, Herriman, and the greater Salt Lake area. As a fiduciary, the firm specializes in retirement planning, tax-efficient investment management, and building coordinated strategies for growing and protecting wealth. The business maintains a 5.00 rating based on 21 reviews.
The firm utilizes a structured process known as The Prosperity Formula™ to align wealth with client priorities through evidence-based strategies. As a fee-only advisor, the firm receives no commissions or product incentives, ensuring all recommendations are driven by the client's best interests. Services include retirement income planning, tax reduction, estate planning strategies, risk management, and business succession planning. The firm’s approach is built on over 25 years of experience in providing personalized, objective guidance to help clients navigate complex financial transitions, such as managing inheritances, business sales, or 401k rollovers.
Located on S Jordan Gateway, the office is situated near the Jordan Gateway and is a short distance from the South Jordan Parkway and the Veterans Memorial Highway. The location is also a short drive from the South Jordan train station and Gateway Park.
Stonecreek Wealth Advisors, Inc. is recognized for its commitment to transparency and its dedication to putting client visions first. The firm stands as a trusted professional for those seeking objective, unbiased guidance without the influence of sales quotas or commissions.
Through disciplined wealth management and a focus on long-term priorities, Stonecreek Wealth Advisors, Inc. helps families in Riverton achieve their retirement goals with confidence.