Financial Advisor and Planner in Utah.
Comprehensive Investment Solutions for your Specific Situation.
Transform your experience around tax planning and investment management.
Financial Advisor and Planner in Utah.
Comprehensive Investment Solutions for your Specific Situation.
Transform your experience around tax planning and investment management.
Financial Advisor and Planner in Utah.
Comprehensive Investment Solutions for your Specific Situation.
Transform your experience around tax planning and investment management.
Financial Advisor and Planner in Utah.
Tailored and Comprehensive Investment Solutions for your Unique Needs.
Transform your investing experience from tax planning to investment management.
Financial Advisor and Planner in Utah.
Tailored and Comprehensive Investment Solutions for your Unique Needs.
Transform your investing experience from tax planning to investment management.
Founder and President
Lead Certified
Financial Planner®
Specializes in comprehensive Financial Planning with an emphasis on high-level Tax Strategy
Proudly leading each client as a stated fiduciary
15 + Years Experience
Wealth Advisor, Executive Vice President
Financial Coach
for Families
Wealth Coach with an emphasis in creating academic excellence around investment outcomes
Teaching investment methodology with human behavior coaching
10+ Years Experience
Wealth Advisor
Investment Coach
Guiding clients in amassing, preserving and spending down their wealth.
Comprehensive Financial planning and wealth coaching
10+ Years Experience
Wealth Advisor
Financial Advisor
Stated Fiduciary and Educator
Specializing in Academically Sound, investment philosophy
10+ Years Experience
No-cost meeting, guaranteed
No-cost meeting, guranteed
No-cost meeting, guranteed
At Tencap we coach our high-net-worth clients to a unique level of understanding and clarity around their investments and future. We create confident investors through empowering education and customized financial plans.
Schedule a Consultation at a Utah Location
New Client in Office Meeting 1 hour
New Client Zoom Meeting 1 hour
New Client in Office Meeting 1 hour
Phone Number: 801-790-2385
New Client Phone Call 1 hour
Phone Number: 801-790-2385
New Client Zoom Meeting 1 hour
Phone Number: 801-790-2386
New Client Phone Call 1 hour
Phone Number: 801-790-2386
New Client Zoom Meeting 1 hour
Phone Number: 435-200-9519
New Client Phone Call 1 hour
Phone Number: 435-200-9519
New Client Zoom Meeting 1 hour
Phone Number: 385-853-1311
New Client Phone Call 1 hour
Phone Number: 385-853-1311
Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies. Tencap works in a fiduciary capacity with all clients.
We, as a financial advisor in Utah serves different areas such as: Alpine; American Fork; Bluffdale; Cottonwood Heights; Draper; Herriman; Holladay; Lehi; Midvale; Murray; Park City; Riverton; Salt Lake City; Sandy, and; South Jordan.
The American Dream Experience is a powerful group seminar, unlike any other financial training on the market. It is your opportunity to discover your true purpose for money and to distinguish what investing really is. Whether you’re a longstanding investor or complete financial novice, you’ll discover important insights about financial markets, and about yourself, that empower you to make sound decisions about your financial future.
Your communication creates your future
That future can either be one based on your conversations from the past and how things have always been or one that is intentionally created through precise language. It is your choice, and it all starts with your words. In the past, most people haven’t had a say in the way that they invested or addressed their financial planning. It just wound up the way it did because it all seemed overwhelming, confusing, and complicated.
Tencap Wealth Coaching was created to give you a voice in the matter of your financial future.
We have experienced the thrill of seeing our clients find their voices and use them to create a future with money full of purpose. Tencap is a wealth coaching firm with highly qualified financial advisors who exist to lift you to a higher level of freedom and power. That freedom and power come through impactful conversations with your trusted financial planner in Utah who is committed to you having a breakthrough in the way that you experience money and investing.
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.
Economic downturns are an inevitable part of financial cycles, and when markets dip, even well-diversified portfolios—including your 401(k) —can take a hit. While recessions may
As life progresses, your needs evolve. Your and your family’s current situation might no longer align with your goals 20 years later. This can pose
Building wealth is a big accomplishment that takes hard work and smart decisions. We lead our clients in organizing their financial world. A part of
Engaging with a financial advisor in Utah magnifies your financial literacy and creates a strong and effective working relationship. Such a relationship creates the space for you to perform at your highest level. Decisions with your money will be made with more clarity because they will be guided by your true purpose for money, which is something that is unavailable in a traditional financial planning relationship.
Tencap Wealth Coaching is an independent investment advisory firm founded on the investment principles supported by Nobel Prize winning research and philosophies. Tencap works in a fiduciary capacity with all clients.
We serve different areas in Utah, such as: Alpine; American Fork; Bluffdale; Cottonwood Heights; Draper; Herriman; Holladay; Lehi; Midvale; Murray; Park City; Riverton; Salt Lake City; Sandy, and; South Jordan.
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