With combined advisory experience in excess of 40 years, the perspective we bring to our client relationships is based on our collective body of knowledge and capabilities. Both continue to evolve each day allowing us to add new tools and distinct opportunities which can potentially enrich the lives of those we serve.
Life is unpredictable, and just as the world continues to evolve and change, so do the needs of the businesses and families we are honored to serve. We pull from our experience, but we don’t rely on it as the way forward. In fact, the days we relish most are the ones that deliver a little known challenge that we are able to tackle and solve on behalf of our client and their family.
Dan Whittenburg, our Founder and key partner in the firm is regularly called upon to share his expertise within the financial services industry with his peers, and publically in the community he is proud to serve. He conveys his unique perspective through various mediums including articles, white papers and comprehensive presentations. You can find a sampling of Dan’s personal perspective below.
We regularly update and add to our perspective, so please check back often.
Thinking about buying a house in Salt Lake City? If so, I wouldn’t blame you. After all, with safe cities, a great quality of life, and spectacular landscapes—who wouldn’t want to own a home here? The problem is,...Read More
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....Read More
You may not want to think about it, but tax season is just around the corner. We’re coming up on the 2-year anniversary of the Tax Cuts & Jobs Act being signed into law. And now that we’ve had some time to see how the...Read More
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the amount of those sizable...Read More