Connect with Top-Rated Financial Planners in Lehi!

Drive Wealth Advisors is a boutique investment management firm that partners with high-net-worth families and individuals to provide sophisticated investment advice and concierge-like financial services. With a team of experienced professionals, we build endowment-style portfolios that combine traditional and alternative investments to enhance our clients' balance sheets. Our expertise lies in sourcing and underwriting high-quality alternative investments, and we prioritize diversification and asset allocation to maximize returns while minimizing risk. Whether our clients are entrepreneurs, executives, or families with complex balance sheets, we work closely with them to understand their goals and develop customized investment strategies to achieve their objectives. By combining innovative thinking with a deep understanding of our clients' needs, we strive to deliver elite wealth planning and investment advice.

Amicus is a financial planning and wealth management firm that helps individuals and families achieve their financial goals. Our team of experienced advisors uses an evidence-based approach to create personalized financial plans that are tailored to each client's unique situation. We believe in putting our clients' interests first and always consider their family needs, personal circumstances, values, and aspirations when making recommendations. With Amicus, you can trust that your financial well-being is in good hands. Our services include investment management, financial planning, retirement planning, risk management, tax planning, and more.