financial advisor
A Business Owner’s Guide to Investing Excess Cash
Key Takeaways Excess cash is a timing problem. Match each dollar to the date you will need it, and you protect operations while giving the
September 2, 2026
Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 801-337-5032
South Jordan, Utah
- Serving the following areas:
- West Jordan
- Midvale
- Kearns
- West Valley City
- Canyon Rim
Address: 1314 W 11400 S Suite 201, South Jordan, UT 84095
Office Hours: 9 AM – 5 PM, Monday to Friday
Click below to schedule a no-cost meeting.
New Client in Office Meeting 1 hour
New Client Zoom Meeting 1 hour
Prefer to schedule over the phone?
Call us.
Phone Number: 801-337-5032
DEDICATED FINANCIAL ADVISORS IN SOUTH JORDAN, UTAH
Be a confident investor and plan for your future with our customized financial plans.
Experience the Value of a Certified Financial Planner®
Why Choose Tencap
Tencap is committed to helping each of our clients build and secure wealth. We are committed to make sure that every area of your financial life is optimal, not just satisfactory. What is the outcome of working with a comprehensive financial planning firm that leads with such ambitious goals? Excellence.
We have earned the reputation we carry. Let us tell you why Tencap is growing so quickly!
Tencap asserts that a wise investor is a successful investor. When you hire us, you accept coaching. You accept responsibility in creating the time to be educated so you can stand with us and be completely resolved around financial markets and your money. Although this creates more work and time for us and for you, it leaves us both in a more functional place – a place of ease and education.
What drives your investment outcomes? How well diversified is your portfolio? How tax-efficient is your portfolio? How much risk are you accepting within your portfolio? How does one measure risk? What is the correlation between return and risk?
Let the well credentialed financial advisors at Tencap teach and coach you on each of these answers! After-all, no one cares more about your money than you do! You will experience peace of mind and confidence as you obtain answers to each of these questions!
Our Key Services
Business Exit Planning
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.
Retirement Planning
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.
Tax Strategy
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.
Estate Planning
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.
Speak with a financial advisor
from South Jordan, Utah
Visit our South Jordan office and meet with our financial advisors to explore the comprehensive support our team can offer.
Phone Number: 801-337-5032
Office Hours: 9 AM – 5 PM, Monday to Friday
WHAT OUR CLIENTS SAY
WANT TO LEARN MORE?
financial advisor
How Much Does a Financial Advisor Cost in Utah?
Key Takeaways The financial advisor cost in Utah varies depending on the fee structure, portfolio complexity, and service depth. Most advisors charge through AUM, flat
August 13, 2026
financial advisor
When to Shift From Accumulation to Tax Optimization
Key Takeaways Tax optimization becomes increasingly important as your portfolio, income, and financial complexity grow. While accumulation focuses on building wealth, tax optimization focuses on
August 13, 2026
Transform your financial future
Tencap excels in comprehensive financial planning in South Jordan, 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 South Jordan, 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.