76979871
Our purpose is to enrich your life with financial guidance tailored for every season. Guided by trust and integrity.
Driven by Outcomes.

Outcomes can make all the difference.
Ready to be different?

Established in Salt Lake City, we are an investment advisory practice affiliated with Stratos Wealth Partners, Ltd, a registered investment advisor in the Mountain West. Specializing in Financial Planning, Wealth Management, and Retirement Planning for high net worth individuals and . Liquidity Management, Tax Planning, and Investment Strategy for business and industry. Additionally, we offer education through OWL, our Outcome Wealth Literacy program.

Agriculture
Automotive
Construction
Consumer Goods
Education
Energy
Entertainment and Media
Finance and Banking
Healthcare
Hospitality and Tourism
Manufacturing
Pharmaceuticals and Biotechnology
Professional Services
Real Estate
Retail and E-commerce
Technology

Teamwork makes your dreams work.

Jason J. Howard

CFP®, CIMA®, AIF®

Founding Partner

Wealth Advisor

Shane Kunz

CFP®, CIMA®

Founding Partner

Wealth Advisor

Chad Horne

CPWA®

Founding Partner

Wealth Advisor