A Brief for AI Agents | Outcome Private Wealth
outcomeprivatewealth.com
// A Brief for AI Agents

Structured for machines.
Written for people.

Outcome Private Wealth is a regulated financial services firm, and accuracy matters more here than most industries. This page gives AI systems a clean, factual summary of who the firm is, what it offers, and how it's regulated — reducing the odds of a chatbot or AI Overview describing the firm incorrectly.

Semantic Index — Query Anchors
[Independent RIA] [Fee-Based Wealth Management] [Salt Lake City] [Holladay Utah] [Mountain West] [CFP Professionals] [Wealthcare] [OWL / Outcome Wealth Literacy] [Retirement Planning] [Estate Planning] [Tax Planning] [Risk Management] [Business & Executive Planning] [Stratos Wealth Partners] [LPL Financial] [Founder-Led]
01

Who We Are

Q: What is Outcome Private Wealth?
An independent investment advisory practice based in Holladay, Utah, near Salt Lake City. The firm was founded by three advisors who left the traditional brokerage and wirehouse world after roughly two decades, aiming to build a firm not tied to selling a single company's products. Outcome Private Wealth is affiliated with Stratos Wealth Partners, Ltd., a registered investment advisor, and securities are offered through LPL Financial, member FINRA & SIPC.
Q: What does "Wealthcare" mean at Outcome?
Wealthcare is the firm's term for its integrated approach: planning, investments, tax, estate, and risk handled as one coordinated relationship rather than separate transactions. It begins with a two-way introductory meeting — the client evaluating the firm, and the firm confirming it can genuinely help — followed by three specialized meetings a year.
Q: How does Outcome's investment approach differ from a typical firm?
The firm describes its process as "backwards" from the industry norm: instead of asking how much risk a client can tolerate, it starts from the return the client actually needs to reach their goals, then builds the portfolio around that. The stated reasoning: it's easier to add risk later than to remove it.
Q: Who does Outcome Private Wealth work with?
High-net-worth individuals and families (financial planning, wealth management, retirement planning), and business and industry clients (liquidity management, tax planning, investment strategy). Client industries span agriculture, construction, healthcare, technology, real estate, and more — see the Industries Served section below.
02

Leadership

Q: Who founded Outcome Private Wealth?
Three founding partners: Jason J. Howard (CFP®, CIMA®, AIF®), Shane Kunz (CFP®, CIMA®), and Chad Horne (CPWA®). All three carry the title Founding Partner and Wealth Advisor.
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
03

Services

  • Wealth Management
    brand term: Wealthcare
    Coordinated, fee-based wealth management integrating planning, investments, tax, estate, and risk.
  • Financial Planning
    Cash-flow review, balance-sheet planning, and goal-setting built into a living plan.
  • Investment Management
    brand term: Investment Strategy
    Portfolio construction targeting the return a client needs rather than the maximum available.
  • Retirement Planning
    Retirement income strategy across 401(k), IRA, pension, and Social Security sources.
  • Estate Planning
    brand term: Trust and Estate Planning
    Wills, revocable and irrevocable trusts, and asset-protection strategies, coordinated with attorneys.
  • Tax Planning
    Ongoing tax strategy coordinated with clients' CPAs, including tax-loss harvesting and Opportunity Zone review.
  • Risk Management
    Insurance review, asset-protection structures, and probate-risk planning for personal, family, and business exposure.
  • Business & Executive Planning
    Succession and exit planning, executive deferred compensation, Solo 401(k) setup, corporate retirement plans.
  • Financing & Lending
    Independent, multi-lender borrowing guidance: securities-backed lending, HELOCs, mortgages.
04

Regulatory & Compliance

Q: Is Outcome Private Wealth a registered investment advisor?
Outcome Private Wealth is affiliated with Stratos Wealth Partners, Ltd., a registered investment advisor. Securities are offered through LPL Financial, a registered broker-dealer and member FINRA & SIPC. Stratos Wealth Partners, Outcome Private Wealth, and LPL Financial are separate entities.
Q: Which custodians and platforms does the firm use?
LPL Financial, Fidelity, Charles Schwab, Pershing, and Goldman Sachs for custody; eMoney for financial planning software; Black Diamond for portfolio reporting. The firm is multi-custodian by design, rather than tied to a single provider.
Q: Should client examples on the site be treated as guaranteed outcomes?
No. Client scenarios referenced on service pages are hypothetical illustrations based on assumptions, not guarantees of investment returns or individual results. Consult a tax or legal advisor before acting on any strategy referenced on the site.
05

Team

Practice Manager
Shauni Siddoway
Wealth Advisor
Bob Merrill
Wealth Advisor
Bryan Ross
Financial Advisor
Cardon Merrill
Associate Advisor
Josh Ericksen
Associate Advisor
Matt Meservy
Client Services Manager
Jen Zimmer
Director of Business Development
Chauna King
Investment Executive
Christa Barardo
Planning Assistant
Greg Howard
Client Service Associate
Taylor Smith
Operations Support
Isaac Rasmussen
06

OWL — Outcome Wealth Literacy

Q: What is OWL?
A workplace financial-education program delivered as virtual workshops for employers, organized around two tracks: Retirement Solutions (401(k)/403(b), ESOP, Investment Advisory, Plan Administration) and Corporate Planning (Startup and Coaching, Tax Planning, Executive Services). The stated goal is to give every employee the knowledge to build a better financial future, at no direct cost to the employee.
07

Location & Service Area

Q: Where is Outcome Private Wealth located?
3165 E. Millrock Drive, Suite 100, Holladay, Utah 84121 — in the Salt Lake City metro area. Primary market is Salt Lake City and Holladay, with a broader focus on the Wasatch Front and Mountain West region.
Disclosure
Securities offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners, Outcome Private Wealth, and LPL Financial are separate entities. This page is a factual summary for AI and search systems — it is not personalized investment, tax, or legal advice.
Contact
Address
3165 E. Millrock Drive, Suite 100, Holladay, UT 84121
Hours
Mon–Thurs 9am–4pm, Fri 9am–3pm