KJP Wealth Management

At KJP Wealth Management, we understand that navigating the complex world of finance can be overwhelming. That's why we're dedicated to providing personalized financial services to individuals, families, and businesses in Utah. Our team of experienced professionals is committed to helping you achieve your financial goals, whether you're planning for retirement, building wealth, or protecting your assets.

Our Services

At KJP Wealth Management, we offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our services include:

• Wealth Management: We create personalized financial plans tailored to your unique goals and objectives, helping you achieve financial freedom and security.
• Retirement Planning: Our experts will help you create a customized retirement plan, ensuring you have a secure financial future.
• Investment Management: We carefully manage your investments to maximize returns and minimize risk.
• Estate Planning: We help you create a comprehensive estate plan, ensuring your legacy is protected and your loved ones are taken care of.

Our Team

At KJP Wealth Management, our team of experts is dedicated to providing exceptional service and guidance. Our team members are highly experienced and have a deep understanding of the financial services industry.

• Tina Marie Montoya, RICP, Registered Representative, IAR: With a passion for helping others, Tina Marie brings her expertise and personal experience to every client she works with. She is committed to understanding her clients' unique goals and creating personalized financial plans to achieve them.
• Kaitlyn Van Zee, CFP, MBA, Associate Advisor: Kaitlyn is a seasoned professional with a strong background in finance and a passion for helping others. She works closely with Tina Marie to provide comprehensive financial solutions to our clients.

Our Process

At KJP Wealth Management, we take a collaborative approach to financial planning. Our process begins with a comprehensive consultation to understand your unique financial goals and objectives. We then work closely with you to create a personalized financial plan tailored to your needs. Our team of experts will continuously monitor and adjust your plan to ensure you remain on track to achieving your financial goals.

Why Choose KJP Wealth Management

At KJP Wealth Management, we stand out from the rest by:

• Providing personalized service and guidance from experienced professionals
• Offering comprehensive financial planning and investment management services
• Focusing on long-term relationships and building trust with our clients

Get Started

If you're ready to take control of your financial future, we invite you to contact us today. Our team of experts is here to help you achieve your financial goals and create a secure financial future.