Financial Advisor and Planner in Utah.
Comprehensive Investment Solutions for your Specific Situation.
Transform your experience around tax planning and 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
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
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.
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.
Our Key Services
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.
Imagine facing an unexpected financial emergency—a sudden job loss, a major home repair, or an unplanned medical expense. Without enough cash, even as a high-net-worth
A new job is a big milestone, but it also brings significant financial decisions—especially when it comes to your retirement savings. Your 401(k) or employer-sponsored
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
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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All content is for information purposes only. It is not intended to provide any tax or legal advice or
provide the basis for any financial decisions. Nor is it intended to be a projection of current or
future performance or indication of future results.
Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor registered with the SEC. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to
sell or offer to sell advisory services to any residents of any State other than the State of Utah or
where otherwise legally permitted.
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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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