financial advisor
A Business Owner’s Guide to Investing Excess Cash
Key Takeaways Excess cash is a timing problem. Match each dollar to the date you will need it, and you protect operations while giving the
September 2, 2026
Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 801-214-0610
Millcreek, Utah
- Serving the following areas:
- Millcreek
- Salt Lake
- Sugarhouse
- Holladay
- Park City
- Heber
- Ogden
- Sandy
Address: 4424 S 700 E, 100 – B, Millcreek, UT 84107
Office Hours: 9 AM – 5 PM, Monday to Friday
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: 801-214-0610
DEDICATED FINANCIAL ADVISORS IN SALT LAKE CITY, UTAH
Be a confident investor and plan for your future with our customized financial plans.
Experience the Value of a Certified Financial Planner®
Why Choose Tencap
Tencap is a comprehensive, fee-based financial planning firm. Tencap is proud to be stated fiduciaries on each case! That means we happily take on the legal obligation to lead with your best interest.
Tencap has been helping businesses, families and individuals build out thorough and robust financial plans for hundreds of clients, all over the U.S. Our growing team is able to offer a level of customer service that very few companies in Utah can compete with.
When we say comprehensive financial planning, we mean we are committed to examining every area of your life that your finances touch. Most people struggle to identify all of the meaningful categories that roll up into your finances.
At Tencap, we offer to help our client create a financial plan, including examining their burn rate, savings rate, investment saving vehicles, the investment funds inside of each account type, reviewing their 401k fund line-up, estate planning documents and life insurance planning. We also dive into every insurance plan you own, and coach on which plans you don’t own, that you should consider. We review any business entity planning and last of all, our favorite, tax planning! That’s right, you can expect your financial advisor to help you review your tax planning each year and look for lucrative yet ethical ways to reduce your tax bill! This point can’t be overstated. For our high-net-worth clients, their tax bill is often their largest bill! If we can make an impact in the amount of money lost to the government or financial institutions, it makes a huge difference in our client’s ability to save for retirement!
Schedule a no-cost consultation with one of our advisors and let’s get started crafting a well organized and highly responsible financial plan!
In your first meeting you will come to see why and how Tencap has earned the reputation they are proud to be known by!
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.
Speak with a financial advisor
from Millcreek, Utah
Visit our Millcreek office and meet with our financial advisors to explore the comprehensive support our team can offer.
Phone Number: 435-266-1137
Office Hours: 9 AM – 5 PM, Monday to Friday
Speak with a financial advisor
from Millcreek, Utah
Visit our Millcreek office and meet with our financial advisors to explore the comprehensive support our team can offer.
Phone Number: 801-214-0610
Office Hours: 9 AM – 5 PM, Monday to Friday
WHAT OUR CLIENTS SAY
WANT TO LEARN MORE?
financial advisor
How Much Does a Financial Advisor Cost in Utah?
Key Takeaways The financial advisor cost in Utah varies depending on the fee structure, portfolio complexity, and service depth. Most advisors charge through AUM, flat
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When to Shift From Accumulation to Tax Optimization
Key Takeaways Tax optimization becomes increasingly important as your portfolio, income, and financial complexity grow. While accumulation focuses on building wealth, tax optimization focuses on
August 13, 2026
Transform your financial future
Tencap excels in comprehensive financial planning in Millcreek, 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 Millcreek, 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.