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Welcome...

Welcome to the firm your current advisor was hoping you would never find.  SWA is a retirement planning, investment management firm focused on zero tax planning and designed to offer actively managed portfolios we call SectorFolios.  There is no one in Utah doing what we are doing. 

Core Values...

The Core Values exist for all employees of SWA.  They are for all of us to read, to understand, to live by, and to strive for.The Core Values are much more than minimum standards. They remind us what it takes to provide the best service. They inspire us to do our very best at all times. Integrity always, Clients come first, and Excellence in all tasks. These are the SWA Core Values. We strive to learn them . . . commit to them . . . live them . . . and encourage others to do the same.

Introducing our CIO...

Mark K. Lund – is our firm’s founder and lead portfolio manager.  In addition to working with his clients as their Asset Manager, Mark is the author of the forthcoming book, “The Art of making money!”  He publishes two newsletters called, “The Mark Lund Growth Report" and "The Investment Strategist.”  He produces a regular podcast called "Mark Lund on Money" you can find on iTunes.  He has written articles for or been quoted in: The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, Univision Online, Newsmax.com, Lovetoknow.com, Ezine @rticles, just to name a few.  You also may have seen him on KUTV channel 2, or as a guest speaker at a local association or business.  Mark also is a regular guest speaker for other advisors throughout the United States in the areas of practice management.  Mark has spent over a decade managing private investment portfolios for his clients. His clients have used his ideas to help reduce their taxes in retirement, pass on their estate tax-free and enjoy more spendable income.  To learn more about Mark you can visit his personal website by clicking here.

Watch Mark's TV commercials, click here

Site Overview...

Please browse this website for detailed information on how we can help you with 401(k) rollovers, retirement planning, life insurance, mutual funds, or financial planning needs.  Our goal is to maximize your money and imporve the plans you have.  And make sure to get a copy of your free CD “How to potentially get your retirement nest egg tax-free!”



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FREE CD click here
Free CD How to potentially get money out of your retirement nest egg tax-free
For more informaion click on picture

Economic Updates "The Mark Lund Growth Report"
Monthly Economic Updates
Sign up for a FREE subscription

Monthly newsletter "The Investment Strategist"
Monthly newsletter "The Investment Strategist" with Mark Lund
Click to subscribe for your free copy

Monthly Podcast
Mark Lund on Money Podcast
www.MarkLundonMoney.com

Our offices
The place for retirement planning
Located in So. Jordan, Utah. Click on building for address and directions.



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Copyright © All pages 2008 Stonecreek Wealth Advisors, Inc. All rights reserved. 
10421 So. Jordan Gateway, Suite 600, So. Jordan UT 84095  Phone: 801-545-0696
Securities offered through Sammons Securities Company, LLC Member FINRA and SIPC
Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.