Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 801-790-2386
Visit our Daper office and meet with our financial advisors to explore the comprehensive support our team can offer.
Address: 833 Pioneer Rd Suite 102-B, Draper, UT 84020
Phone Number: 801-790-2386
Office Hours: 9 AM – 5 PM, Monday to Friday
Tencap acknowledges your desire to get to a place of financial responsibility; we assert that we can help. We will take that desire and show you what is possible.
On the other side of that desire is a team of elite professionals that will lead you to; academic investing, financial independence, intelligent spend down strategies, high-level tax planning, insurance audits (that go so deep we will review your auto insurance policies) and coaching/implementation around estate planning.
Additionally, our 2-day educational seminar creates more clarity and understanding around financial markets, investing and your personal relationship with money than most people consume over a lifetime.
It is highly fulfilling to watch a client start with Tencap expressing interest in one area of their finances and arrive at a place more organized, educated and prepared around their finances than they ever imagined possible.
Tencap has the tools you need and the experience you want. Start building your path to financial independence, today!
Selling your business can
be demonstrative and
stressful. Proper exit
strategy requires diligence,
coaching, high-level
accounting and grit. Selling
a business should
represent a remarkable
milestone.
May it be accumulating, preserving, or distributing assets, we can help you assemble your personalized retirement plan. We jump into your balance sheet and help you to start constructing your retirement plan.
We review and look at your tax return in conjunction with your CPA from another lens. Your CPA will assemble your tax return from a compliance lens, while we review your tax return from a tax strategy lens.
We want our clients to pass along their wealth or possessions easily and without concern. We can walk you through the legal lens of estate planning, as well as personalizing your estate plan for you and your family.
Key Takeaways A coordinated financial advisor and CPA strategy improves tax efficiency by aligning investment planning with compliance, which reduces errors and supports long-term wealth
Key Takeaways Tax planning for capital gains matters most when you manage a $1M+ portfolio, where timing, account structure, and coordinated execution directly affect after-tax
Key Takeaways Investing after selling a business requires smart planning to preserve wealth, reduce taxes, and grow your proceeds for the long term. High-net-worth individuals
Tencap excels in comprehensive financial planning in Draper, Utah leading out in money management, estate, insurance, and tax planning. Our clients come to understand the value of effective tax planning. We work closely with CPAs to minimize your tax bill; which for our clients, is often their largest bill!
Tencap is a stated fiduciary on each case in Draper, Utah – this means we can be trusted and held accountable to lead in your best interest. For high-net-worth individuals seeking financial planning and complete financial organization, we are the solution.
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