Intermountain Wealth Management

At Intermountain Wealth Management, we are a team of dedicated financial professionals committed to providing exemplary financial services to individuals and businesses alike. As a Registered Investment Advisor (RIA), we strive to put our clients' best interests first, offering a comprehensive range of services designed to help you achieve your financial goals.

Our Services

Our team of experienced professionals is dedicated to providing personalized financial planning, wealth management, investment management, retirement planning, and risk management services. Whether you're an individual looking to secure your financial future or a business owner seeking to create a retirement plan for your employees, we have the expertise and resources to help you achieve your objectives.

Financial Planning

Our financial planning services are designed to help you identify your financial needs and concerns, providing guidance from professionals serving as fiduciaries. We offer a free review of your current financial situation, followed by a personalized financial plan tailored to meet your objectives. Our goal is to help you achieve financial clarity and confidence, empowering you to make informed decisions about your wealth.

Wealth Management

Our wealth management services are designed to preserve and grow your wealth, providing a customized plan that takes into account your unique financial goals and risk preferences. Our team of experienced professionals will work closely with you to create a plan that ensures your wealth is protected and growing over time.

Investment Management

Our investment management services are tailored to every individual and family we work with. We understand that each client has unique financial goals and risk preferences, and we work closely with you to create a personalized investment strategy that meets your needs. Our goal is to help you achieve financial security and confidence, knowing that your investments are working for you.

Retirement Planning

Our retirement planning services are designed to help you create a path towards retirement without the risk of running out of money. We understand that retirement is a significant milestone, and we're committed to helping you achieve your goals, whether you're an individual or a business owner.

Risk Management

Our risk management services are designed to identify and assess the risks associated with your financial plan, ensuring that you're protected from unforeseen events and market volatility. Our team of experienced professionals will work closely with you to create a plan that mitigates risk and ensures your financial security.

Small Business Retirement Plans

Our small business retirement plans are designed to help employers create a retirement plan for their employees. We provide fiduciary training to educate and inform those responsible for managing the retirement plan about their duties and responsibilities. Our goal is to help you create a plan that benefits both your business and your employees.

Why Choose Us?

At Intermountain Wealth Management, we're committed to providing exemplary financial services that put our clients' best interests first. As a Registered Investment Advisor, we're dedicated to providing unbiased advice and guidance, free from conflicts of interest. Our team of experienced professionals has decades of experience and a strong community network, ensuring that we can help with almost any pain point or issue our clients may have.