Jason Collier

Private Wealth Advisor, Senior Partner
(CFP®, ChFC®, APMA™)

Address:
7440 S Creek Rd Ste 250
Sandy UT, 84093-5511

Email:
jason@inventawealth.com

Phone:
(801) 590-2029

Areas of Focus:

  • Retirement Planning Strategies

  • Estate Planning Strategies

  • Tax Planning Strategies

  • Executive Compensation and Benefit Strategies

  • Retirement Plan Distribution

  • Wealth Preservation Strategies

  • Investments

I have been helping clients make smart, informed decisions with their money since 2000, after graduating from the University of Utah in 1999. Over the years, I've had the privilege of working with individuals and families to create strategies that support their financial goals and give them greater confidence about the future. I'm proud to be a founder of the Inventa Wealth Advisors team, where we are committed to providing personalized, thoughtful advice. Outside the office, I enjoy traveling, golfing, and home projects. I am also a founding member of the Rotary Club of Millcreek and a former board member of Youthlinc. Most of all, I am a proud dad of two daughters (Ava & Ari) now entering college so I understand firsthand the importance of planning for life's big moments.

Qualifications:

  • CFP® CERTIFIED FINANCIAL PLANNER™

  • ChFC® Chartered Financial Consultant®

  • APMA™ Accredited Portfolio Management Advisor™

  • BS Finance, University of Utah, 1999