Three Seasons Wealth

Three Seasons Wealth is a financial planner in Salt Lake City, UT. The firm operates as an Independent Registered Investment Advisor focused on risk mitigation, wealth accumulation, and personalized service for high net worth individuals, families, and companies. Services encompass public market asset management, private market opportunities including venture capital and real estate, retirement accounts, business transactions, tax strategy, and charitable giving. The firm also provides multi-family office services such as cash flow management, household bookkeeping, trust and estate management, and family governance. The business holds a perfect 5.00 rating based on 2 customer reviews.

Founded by Tory Parke, the firm is built on the pillars of patience, discipline, and sacrifice. Parke brings over 22 years of investment experience and an MBA in finance, drawing on his prior career as a rescue helicopter pilot and advisor to elite special operations aviation units to inform his unique approach to risk management. The team includes Jaycee Carroll, who applies 13 years of experience from his background as a professional athlete in Europe to identify global investment opportunities, and Dan De Mille, who specializes in business and personal wealth planning with more than 15 years in the industry. Kyle Glover, a CERTIFIED FINANCIAL PLANNER®, contributes 18 years of experience from Morgan Stanley and E*TRADE, focusing on employer compensation, equities, and exit strategies for executives.

The firm serves as a gatekeeper against speculative investments and predatory scams, partnering with venture capital, real estate development, tax, and CPA firms to offer exclusive access to specialized resources. Their multi-family office model provides operational oversight and comprehensive reporting for affluent legacy families, founders, entrepreneurs, and professional athletes, covering areas from bill-pay services to trustee duties. The team aims to optimize client wealth and leave enduring legacies through bespoke strategies that evolve with the changing seasons of their clients' lives.

Three Seasons Wealth stands among the strongest financial planning firms locally, recognized for its perfect customer rating and deep expertise in alternative investments and risk management. The firm’s reputation reflects a commitment to transparency and tailored solutions for high net worth clients.

By combining specialized alternative investment access with rigorous risk mitigation, Three Seasons Wealth provides Salt Lake City residents with a comprehensive approach to building and preserving wealth.

Three Seasons Wealth is located on State Street, approximately 0.1 miles from the Department of WorkForce Services and the Gallivan Center Amphitheater.

BizScoreAI awards the firm a perfect 100 out of 100 for Schema and Structure, a measure of whether the website uses structured data and clear headings to help AI assistants and search engines understand the business. The firm also achieves a solid 72 out of 100 for Performance, which reflects how quickly the website loads to keep visitors engaged and influence search rankings.

Services:

• Bespoke Wealth Management
• Legacy Wealth Development
• Private Wealth Investment Services
• Risk Mitigation
• Wealth Accumulation