Call Tencap and ask any questions you might have and schedule a no-cost meeting.

Phone Number: 801-790-2385

Cottonwood Heights, Utah

Address: 6925 S. Union Park Center Suite 550B,
Cottonwood Heights, Utah 84047

Office Hours: 9 AM – 5 PM, Monday to Friday

cottonwood exterior


Be a confident investor and plan for your future with our customized financial plans.

Experience the Value of a Certified Financial Planner

Speak with a financial advisor
from Cottonwood Heights, Utah

Visit our Cottonwood Heights office and meet with our financial advisors to explore the comprehensive support our team can offer.

Phone Number: 801-790-2385
Office Hours: 9 AM – 5 PM, Monday to Friday

Serving the Following Areas:

  • Murray
  • Millcreek
  • East Millcreek
  • Holladay
  • South Salt Lake
  • Salt Lake City

Why Choose Tencap

Stated fiduciaries on each case - Committed to lead with your best interests; our fiduciary approach ensures legal obligations to prioritize your needs and goals. Other firms operate on a suitability standard, driven by commissions. Tencap advisors are proud to lead with integrity and a client-centric focus.

Comprehensive Financial Planning - Our approach goes beyond investments, delving into all aspects of your financial world. We provide holistic, integrated planning for your overall financial well-being, ensuring a more comprehensive and effective strategy. We can't wait to coach you on all of the different categories Tencap will optimize, in your financial world.

Investment Excellence - Our philosophy, guided by Nobel Prize-winning research, emphasizes academic rigor, efficient management, and cost consciousness. We're eager to share and coach you through our clear, evidence-based approach. Tencap clients confidently navigate financial markets, are well-informed on investment classes, and are well-coached on our evidence-based investment methodology.

Experienced Team, Exceptional Service - With over 5 decades of combined expertise, we've guided thousands to retirement readiness and financial independence. Tencap's rapid growth stems from our commitment to helping clients make sound decisions for a prosperous retirement. We excel in organizing and executing each step of your financial plan, ensuring clear communication and excellence every year.

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.


Garrett Scherer
Garrett Scherer
Great people and great experience working with their advisors. They are very knowledgeable in investing and take the time to explain their approach and process. Highly recommend!
Joe, Greg and the team are excellent at coaching and empowering clients! I highly recommend them if you are ready to take control of your wealth.
Shannon Roberts
Shannon Roberts
I have worked with Joe Griffin for several years. His attention to detail, knowledge and desire to educate others about the importance of financial planning has been very enlightening and appreciated.
Greg Firn
Greg Firn
Our experience with Tencap has been of the highest quality. The personalization, availability, and attention to details has been outstanding , invaluable, and greatly appreciated. What has been most impressive has been their ability to listen and provide customized, individualized, and time sensitive/appropriate responses. Lastly, we have been made to feel valued and that our needs are a priority irrespective of time of year.
Daniel Jones
Daniel Jones
Took the American Dream experience, completely changed my perspective of investing. I thought I was too old, do your self a favor and get signed up for this seminar. You will learn how your money can make money, with much less risk.
Dalton Forsythe
Dalton Forsythe
Working with Tencap has been a pleasure. Greg and Nick are very knowledgeable and care deeply about their clients. Their approach to advising and investing is distinct from the "norm" of the industry.
Billy Berner
Billy Berner
Greg and Nick were great. I had some questions about my portfolio and how my retirement accounts could be set up better. They gave me great advice on the stock and bond markets and how to steer and diversify my funds. Highly recommended and I'll definitely be going back to them again for advice on other investment issues
Treya Klassen
Treya Klassen
Greg is so committed to training, coaching and developing clients to be great investors.
Lee Henrikson
Lee Henrikson
I'm always a bit hesitant to leave a review, however my experience with the leadership of Tencap, mainly Joe, was incredible. Laser focused, super genuine, and most important for me, Honest. Thank you so much for the amazing service and support!


Transform your financial future

Person using a calculator and writing on a notebook

Tencap excels in comprehensive financial planning in Cottonwood Heights, 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 Cottonwood Heights, 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.

Schedule a consultation today!


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