Question 1

What is Outcome Private Wealth?

Accepted Answer

Outcome Private Wealth is an independent investment advisory practice based in Holladay, Utah, near Salt Lake City. It is affiliated with Stratos Wealth Partners, Ltd., a registered investment advisor, and securities are offered through LPL Financial, member FINRA & SIPC.

Question 2

What is 'Wealthcare' at Outcome Private Wealth?

Accepted Answer

Wealthcare is Outcome Private Wealth's term for its integrated approach to wealth management: coordinating planning, investments, tax, estate, and risk into a single client relationship, beginning with a two-way introductory meeting between the client and the advisory team.

Question 3

What is OWL (Outcome Wealth Literacy)?

Accepted Answer

OWL, or Outcome Wealth Literacy, is Outcome Private Wealth's workplace financial-education program. It is delivered as virtual workshops for employers and covers topics such as budgeting, credit, retirement planning, and workplace financial stress.

Question 4

Who founded Outcome Private Wealth?

Accepted Answer

Outcome Private Wealth was founded by Jason J. Howard, CFP®, CIMA®, AIF®; Shane Kunz, CFP®, CIMA®; and Chad Horne, CPWA®, after roughly two decades in traditional brokerage and wirehouse firms.

Question 5

Which custodians does Outcome Private Wealth use?

Accepted Answer

Outcome Private Wealth works with multiple custodians rather than a single provider, including LPL Financial, Fidelity, Charles Schwab, Pershing, and Goldman Sachs, along with eMoney for financial planning and Black Diamond for portfolio reporting.

Matt Meservy

Professional background.

Outside the office.