About Utah’s Trusted fiduciary Financial Planning Firm
Stonecreek Wealth Advisors, Inc., is a fiduciary, fee-only, Registered Investment Advisor (RIA) firm serving individuals and small-business owners in Utah. Stonecreek offers investment and retirement planning services to individuals, pensions, profit sharing plans, charitable organizations, trusts, estates, corporations and other business entities.
What We Believe In: Our Investment Philosophy
As a fiduciary, we follow the Uniform Prudent Investor Act (UPIA). We manage investment risks by developing scientific-based solutions that maximize returns. Our professional advisors analyze market insights, measure product volatility and fulfill fiduciary duties while keeping your best interests in mind.
What We Do: Our Academic Portfolio
Our approach to handling investment portfolios is based on 80 years of market data and winning financial, economic and academic theories. We believe that the randomness of the market makes it impossible for any entity or tool to predict market movements accurately. As such, we diversify and measure the risk of every portfolio we manage to maximize its returns and guide each client toward their financial goals.
Who We Are: Our Wealth Management Team
Our team is composed of investment advisers, estate planners, CPAs, lawyers, research professionals, and asset managers — all have expertise to help you choose a suitable investment package.
We are led by founder Mark K. Lund, author of The Effective Investor, a best-selling book on practical investment strategies and insights. He has also written articles and given interviews for major publications, including The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper and US News & World Report. He continues to educate people about financial education through our firm.
How We Do It: Our Team Approach
We start by listening. We sit down with you to review your objectives, risk tolerance and target timeline. Unlike many investment brokers, we’re an independent, fee-only RIA firm with no proprietary investment products to push. Our fees depend on portfolio size. The better your account performs, the higher our earning opportunities are. With our interests aligned with yours, trust us to manage your wealth effectively.
Offer free consultation.
Once you book your free consultation, we’ll send you a short questionnaire. It will give us an overview of how you envision your financial future.
Set up a first meeting.
We sit down together to review your answers to the questionnaire.
Prepare your personal investment policy statement (IPS).
Using the information we gather from our first appointment, we prepare a draft of your IPS.
Set up a second appointment.
We present your IPS and work closely with you to review our portfolio recommendations and proposed retirement plan for you.
Implement the plans.
Once you’ve completed paperwork and given us the green light, we implement the necessary portfolio changes agreed upon during the second appointment.
Prepare your binder.
Our team prepares a binder to organize all your financial documents.
Complete a quarterly review.
We present a comprehensive review of your portfolio’s performance in the past quarter. From there, we decide whether adjustments are necessary.
Provide training webinars and videos.
We continue to provide client education through webinars and other resources.
Set review appointments
Other than our quarterly review, you’re free to set review meetings with us to discuss the progress of your financial plan or portfolio performance. We also provide monthly account statements and weekly economic updates to keep you in the loop.
