Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 801-790-2385
Visit our Cottonwood Heights office and meet with our financial advisors to explore the comprehensive support our team can offer.
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.
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.
Investing in properties, stocks, and other assets is a historically lucrative endeavor, offering potential significant gains over time. However, it’s easy to forget that your
Executive Summary: Selling your primary residence can come with the burden of capital gains tax. However, the IRS’s Section 121 Exclusion can significantly alleviate this
Who to hire to help manage your money and build wealth in the long run is an important decision. As such, it requires careful consideration,
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.
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 in the State of Utah. 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.
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.
The inclusion of any link is not an endorsement of any products or services by Tencap Wealth Coaching. 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 Tencap Wealth Coaching 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 incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
