Park City Wealth Advisors

Park City Wealth Advisors is a Financial Planner in Salt Lake City, UT. Services include portfolio construction, exit optimization, legacy preservation, tax planning, and estate planning. The team works with clients throughout the country to align investments with business ownership, liquidity events, and lifestyle design. Founder Morgan Lemaitre, CFP®, leads the firm with a fiduciary mindset, integrating investment management with complex family balance sheets. Josh Flade, Chief Investment Officer, oversees investment strategy and portfolio construction. He previously worked at Goldman Sachs and Ensign Peak Advisors, bringing experience in credit research and fixed income. The team collaborates with tax professionals and estate attorneys to build comprehensive financial plans that address retirement assets and wealth transfer. The advisors focus on accountability and proactive guidance, addressing challenges in business growth, exit planning, and tax-advantaged wealth preservation. They provide educational resources on finance and retirement, aiming to help clients achieve financial freedom and protect their assets for future generations. The firm emphasizes a high-touch, personalized client experience that aligns with each family’s unique goals and values. Park City Wealth Advisors holds a rating of 5.00 based on customer reviews. Park City Wealth Advisors brings institutional-grade financial planning to Salt Lake City, helping local entrepreneurs secure their legacies through disciplined, fiduciary-led strategies.

BizScoreAI awards Park City Wealth Advisors a Technical score of 96 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The firm also achieves a Content Quality score of 75 out of 100, meaning the site clearly describes its pages and answers customer questions in a way AI assistants can quote directly.