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

Phone Number: 801-337-5032

South Jordan, Utah

 

Address: 1314 W 11400 S Suite 201, South Jordan, UT 84095
Office Hours: 9 AM – 5 PM, Monday to Friday

south jordan office exterior 2

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

DEDICATED FINANCIAL ADVISORS IN SOUTH JORDAN, 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 committed to helping each of our clients build and secure wealth. We are committed to make sure that every area of your financial life is optimal, not just satisfactory. What is the outcome of working with a comprehensive financial planning firm that leads with such ambitious goals? Excellence.

We have earned the reputation we carry. Let us tell you why Tencap is growing so quickly!

Tencap asserts that a wise investor is a successful investor. When you hire us, you accept coaching. You accept responsibility in creating the time to be educated so you can stand with us and be completely resolved around financial markets and your money. Although this creates more work and time for us and for you, it leaves us both in a more functional place – a place of ease and education.

What drives your investment outcomes? How well diversified is your portfolio? How tax-efficient is your portfolio? How much risk are you accepting within your portfolio? How does one measure risk? What is the correlation between return and risk?

Let the well credentialed financial advisors at Tencap teach and coach you on each of these answers! After-all, no one cares more about your money than you do! You will experience peace of mind and confidence as you obtain answers to each of these questions!

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 South Jordan, Utah

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

Phone Number: 801-337-5032
Office Hours: 9 AM – 5 PM, Monday to Friday

WHAT OUR CLIENTS SAY

Garrett Scherer
Garrett Scherer
2023-10-19
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!
D K
D K
2023-10-03
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
2023-10-03
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
2023-09-05
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
2023-07-28
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
2023-07-17
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
2023-03-24
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
2023-01-19
Greg is so committed to training, coaching and developing clients to be great investors.
Lee Henrikson
Lee Henrikson
2023-01-12
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!

WANT TO LEARN MORE?

Transform your financial future

credit card debt in america

Tencap excels in comprehensive financial planning in South Jordan, 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 South Jordan, 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!

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.

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
incorrect or not current. Any person or entity that relies on any information obtained from these
systems do so at their own risk.


-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.