About Us
We work with you to determine the service and solutions that fit your financial needs and priorities.
Through financial advice, investments, and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings.
We’re here to help you feel more confident, connected, and in control of your financial life.
What to expect when working with Inventa:
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One-to-one financial advice based on your goals and needs
We begin with what's most important to you—from goals that can include retirement or education, to a major purchase like a second home.
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Regular meetings to review your goals, progress and investments
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
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Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty
We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.
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Anytime access to your investments and digital tools to help you stay on track
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.
Investments & Solutions:
We offer a wide range of advice and investment support to meet your needs, including:
Point-in-time investment recommendations to address your short- and long-term goals
Annuity solutions that help balance protection, tax deferral and guaranteed income in retirement
Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs
Cash management solutions to help cover your everyday essentials
Ongoing investment advice developing a broader strategy to address your long-term goals
Insurance solutions to help protect you and your family
Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs
We’ll meet when, where, and how you need, based on your preferences and financial needs.
Flexible Solutions.
Frequency Options:
Annually
Semi-Annually
Quarterly
Location Options:
In Person
Virtual
Phone
You may have many goals ahead—retirement, education, family events, travel—or may be focused on a single need like saving for a new home. Regardless of where you stand, we look forward to being the team that knows what’s important to you, not just the numbers in your portfolio. A financial team who understands your goals and broader financial picture. And importantly, one that makes it easy to get started.
Get started with personalized financial advice.
How to get started:
01.
Schedule your complimentary initial consultation.
If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions.
02.
Prepare for your consultation.
Before we meet, consider these financial questions:
What are your most important financial goals right now?
What concerns you most about your finances?
Did a specific life event or need prompt you to seek advice?
How are your investments performing in current market conditions?
What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.
03.
Get to know our team.
We’re passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know us. We look forward to getting to know you!
04.
Meet with us.
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value we can provide, the costs associated if you decide to work with us and next steps.
Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.
Contact Us
7440 S Creek Rd Ste 250
Sandy UT, 84093-5511
Email:
info@inventawealth.com
Phone:
(801) 569-4863