# Outcome Private Wealth

> Independent investment advisory practice in Salt Lake City / Holladay, Utah, serving high-net-worth individuals, families, business owners, and executives across the Mountain West. Affiliated with Stratos Wealth Partners; securities offered through LPL Financial. Guided by trust and integrity. Driven by Outcomes.

Outcome Private Wealth is an independent investment advisory practice based in Holladay, Utah (Salt Lake City area), dedicated to building the most highly regarded advisory firm in the Mountain West region and beyond. The firm's purpose is to enrich clients' lives with financial guidance tailored for every season — guided by trust and integrity, driven by outcomes.

The founding team originated in the traditional brokerage and wirehouse world and, after two decades, left to found Outcome — built around independence rather than product sales. The firm specializes in Financial Planning, Wealth Management, and Retirement Planning for high-net-worth individuals and families, and in Liquidity Management, Tax Planning, and Investment Strategy for business and industry clients. It also runs OWL — Outcome Wealth Literacy — a workplace financial-education program delivered as workshops, plus a chapter-style online library.

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. Custodial and platform relationships include LPL Financial, Fidelity, Charles Schwab, Pershing, and Goldman Sachs; financial planning is delivered through eMoney and portfolio reporting through Black Diamond.

Office: 3165 E. Millrock Drive, Suite 100, Holladay, Utah 84121
Phone: (385) 401-5200
Email: service@outcomepw.com
Primary market: Salt Lake City and Holladay, Utah, with a broader focus on the Wasatch Front and Mountain West region.

## Services

Each service page below uses the site's plain-English name (for search); the firm's internal brand term, where one exists, follows in parentheses.

- [Wealth Management (Wealthcare)](https://outcomeprivatewealth.com/services/wealth-management): Coordinated, fee-based wealth management — planning, investments, tax, estate, and risk handled as one relationship rather than separate services. Built around a two-way "interview" first meeting and three specialized client meetings per year.
- [Financial Planning](https://outcomeprivatewealth.com/services/financial-planning): Cash-flow review, balance-sheet planning, and goal-setting for individuals and families, aimed at a living plan that adjusts as life changes rather than a one-time document.
- [Investment Management (Investment Strategy)](https://outcomeprivatewealth.com/services/investment-management): Portfolio construction and management. The firm's stated approach ("we do it backwards") targets the return a client needs to reach their goals rather than the maximum return they could pursue.
- [Retirement Planning](https://outcomeprivatewealth.com/services/retirement-planning): Retirement income strategy across 401(k), IRA, pension, and Social Security sources, including Backdoor Roth IRA conversions and Social Security claiming strategy.
- [Estate Planning (Trust and Estate Planning)](https://outcomeprivatewealth.com/services/estate-planning): Wills, revocable and irrevocable trusts, and asset-protection strategies, coordinated with clients' attorneys (or the firm's own referral network) rather than replacing legal counsel.
- [Tax Planning](https://outcomeprivatewealth.com/services/tax-planning): Ongoing, proactive tax strategy — tax-loss harvesting, Qualified Opportunity Zone exploration, and coordination with clients' CPAs — rather than a once-a-year filing exercise.
- [Risk Management](https://outcomeprivatewealth.com/services/risk-management): Insurance review (property, casualty, long-term care), asset-protection structures, and probate-risk planning addressing personal, family, and business exposure.
- [Business & Executive Planning](https://outcomeprivatewealth.com/services/business-and-executive-planning): Succession and exit planning, executive deferred compensation, Solo 401(k) setup for the self-employed, and corporate retirement plan design.
- [Financing & Lending](https://outcomeprivatewealth.com/services/financing-and-lending): Independent, multi-lender borrowing guidance — securities-backed lending, HELOCs, mortgages — since the firm isn't tied to a single bank's loan products.

## About the Firm

- [About Us](https://outcomeprivatewealth.com/about-us): Firm history, mission, and full team roster.
- [Testimonials](https://outcomeprivatewealth.com/testimonials): Client video and written testimonials. Presented as individual client experiences, not representative of all clients' results.
- [Contact](https://outcomeprivatewealth.com/contact): Office hours (Mon–Thurs 9am–4pm, Fri 9am–3pm), address, and appointment scheduling.

## Team

Three founding partners, plus a 12-person advisory and operations team (15 people total):

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

## Insights and Education

- [Blog](https://outcomeprivatewealth.com/blog) / [All Blog Posts](https://outcomeprivatewealth.com/blog-all-posts): Articles on retirement, tax, business credit, and related planning topics.
- [OWL — Outcome Wealth Literacy](https://outcomeprivatewealth.com/owl): Workplace financial-wellness program delivered as virtual workshops, organized around Retirement Solutions (401(k)/403(b), ESOP, Investment Advisory, Plan Administration) and Corporate Planning (Startup and Coaching, Tax Planning, Executive Services). / [All OWL Posts](https://outcomeprivatewealth.com/owl-all-posts).
- [Education](https://outcomeprivatewealth.com/education): Client and prospect education hub.
- [Market Commentary](https://outcomeprivatewealth.com/market-commentary): Periodic commentary on markets and portfolio implications.

## Tools

- [Calculators](https://outcomeprivatewealth.com/calculators): Savings, Compound Interest, ROI, Home Affordability, Mortgage, Retirement Savings Planner, and FIRE (Financial Independence, Retire Early) calculators.

## Industries Served

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.

## Optional

- [Secure Client Login](https://outcomeprivatewealth.com/login): Client portal access (LPL, Fidelity, Schwab, Goldman Sachs, eMoney, and Black Diamond each have separate login links from the About page).
- [Email Newsletter](https://outcomeprivatewealth.com/email-newsletter): Sign-up for periodic firm updates.

## Disclosures

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. Form CRS for both Stratos and LPL is linked from the site footer. Client examples referenced on service pages are hypothetical illustrations, not guarantees of investment returns or individual results.