Investment Planning

Investment Planning in Utah

At Tencap Wealth Coaching, we are committed to eliminating speculation and gambling from investing. Under the guidance of a certified financial planner in Utah, we guide our clients using Nobel Prize-winning academic investing principles. Our focus is on education and coaching, helping you understand the fundamentals behind our award-winning philosophy.

Our investment planning philosophy hinges on the principle that there is a direct correlation between the cost of capital and the return on capital. In simpler terms, Tencap focuses on the level of ‘risk’ to which your money is subjected, and the corresponding expected return. We often see investors taking on more risk than is needed; but with some basic adjustments in their portfolio, investors can typically increase expected returns and reduce risk. Let us show you how.

Financial investment planning is a vital area of life that deserves a qualified coach. No one cares about your money more than you do, so taking the time to understand your investment strategy is invaluable. Understanding the guiding principles of your investments is crucial to avoid unnecessary fear and panic in volatile markets. 

Our financial investment advisors devote a tremendous amount of time coaching our clients. Like athletes, Olympians, and renowned public speakers, they have a coach that helps them to stay disciplined and eliminate or minimize mistakes. When it comes to finances, we know that one mistake can wipe out a tremendous amount of lifetime earnings.

Our investment advisors are committed to guiding your mindset, setting up guardrails wherever possible, and most importantly, we are committed to you winning – we are committed to your financial success!

The better you grasp the academic principles, the more peace of mind you’ll have with your money. In our opinion, financial angst is created around one primary place: fear around the future. That’s why each registered investment advisor at Tencap is committed to coaching! 

At Tencap we are here to coach you on the design and philosophy of your investment planning. We know you are looking for the best investment strategy, and we intend to offer context and education on what that looks like and how it functions.

We are proud of the ongoing and rigorous research that our certified financial planner, Greg Black, puts into reviewing and building out our service offerings of Tencap.

Form CRS


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.

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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.


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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.