Financial Advisor and Planner in Utah

Transforming Your
Investing Experience.

Comprehensive
Financial Planning

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.

Experience the Value of a Certified Financial Planner

Schedule a Consultation at a Utah Location

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

Call Tencap to schedule your no-cost meeting.

New Client in Office Meeting         1 hour

Phone Number: 801-790-2385

New Client Zoom Meeting             1 hour

Phone Number: 801-790-2385 

New Client Phone Call                    1 hour

Phone Number: 801-790-2385

Call Tencap to schedule your no-cost meeting.

New Client Office Meeting         1 hour

Phone Number: 801-790-2386

New Client Zoom Meeting         1 hour

Phone Number: 801-790-2386

New Client Phone Call                1 hour

Phone Number: 801-790-2386

Call Tencap to schedule your no-cost meeting.

New Client Office Meeting         1 hour

Phone Number: 435-200-9519

New Client Zoom Meeting         1 hour

Phone Number: 435-200-9519

New Client Phone Call                1 hour

Phone Number: 435-200-9519

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.

The American Dream Experience:
Investing Reimagined

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.

If you’re committed to experiencing more clarity and understanding around money and investing, you’ll benefit from The American Dream Experience, contact us to register today.

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

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.

It Starts with Trust.

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 logo

Financial & Retirement Planning Experts

Transform your financial future

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.

Schedule a consultation today!

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Disclosure

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.

  • Advisory services are offered through Tencap Wealth Coaching, a SEC Investment Advisor.

  • Insurance products and services are offered through Tencap Legacy, an affiliated
    company.

  • Tencap Wealth Coaching and Tencap Legacy are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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 [State] or
where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an
endorsement or testimonial from any of the persons in the photograph.

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.


Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by [Firm Name]. All
links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Tencap Wealth Coaching, nor any agency, officer, or employee of the Tencap warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be
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-Washington State Only

Tencap Wealth Coaching is an investment adviser registered in the State of Washington.
The adviser/firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.