Chalise Westenskow isn’t just a financial planner—she’s a trusted guide for life’s most pivotal transitions. With over two decades of experience at Inventa Wealth, she combines the precision of a Certified Financial Planner (CFP®) and Accredited Portfolio Management Advisor (APMA®) with the specialized insight of a Certified Divorce Financial Analyst (CDFA®). Her training in mediation and Collaborative practice ensures clients navigate financial complexities with clarity, whether they’re building wealth or restructuring it during divorce.

Based in Salt Lake City, Chalise is known for her ability to translate complex financial concepts into actionable steps. When she’s not advocating for clients, you’ll find her hiking Utah’s trails or cheering on her son Knox (a budding basketball star—though she might be a little biased).

Why Clients Choose Chalise:

• Holistic Approach: Blends technical expertise with a deep understanding of life’s emotional and logistical challenges.
• Niche Mastery: One of Utah’s few advisors dually credentialed in wealth management and divorce financial analysis.
• Your Advocate: Committed to ensuring you feel informed, confident, and empowered at every step.

Areas of Focus:

• Divorce Financial Planning: Untangling the financial intricacies of divorce with empathy and strategic foresight.
• Comprehensive Wealth Management: Crafting tailored plans for retirement, investments, and generational wealth.
• Women in Transition: Empowering women to take control of their financial futures post-divorce or career shifts.