Stonecreek Wealth Advisors, Inc. A Fee-only Registered Investment Advisor firm in Salt Lake City, Utah, providing Wealth Management Services : We offer institutional level investment portfolios that you can’t get with a Financial Planner, Financial Advisor, or an ordinary Investment Advisor.

Follow us on Linkedin
1-801-545-0696 contact us

Our Team

Home / about / our team

Mark K. Lund is the author of The Effective Investor, a Portfolio Management Specialist, Investor Coach, and Speaker.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “The Investment Portfolio Newsletter.”  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.  Mark regularly provides CE (continuing education) courses for CPA’s.  You may also have seen him on KUTV channel 2, or as a guest speaker at a local association or business.  Mark is also a guest speaker for other financial professionals throughout the United States in the area of practice management.  Mark has spent over a decade helping his clients have peace of mind with their investments.  In Mark’s spare time he enjoys riding his dirt bike, playing with his kids, fishing, reading, writing, and going on walks with his best friend, his wife.  To learn more about Mark please visit his personal website at www.TheEffectiveInvestor.com

Mark Matson is a regular contributor in the national media, both in print and on television.  His optimistic outlook on finance, investing and economic issues makes him a frequently sought expert on CNBC, Fox Business News, and publications such as the Wall Street Journal and Investment News.  Mark has also written for and been referenced in USA Today, Financial Services Advisor, Advisor Today, Personal Financial Planning Monthly, SmartMoney.com, Forbes.com, The Business Courier, and USA Today. He has written books:  Flashpoint, Mastering the Art of Economic Abundance, The Dirty, Filthy Lies My Broker Told Me and 101 Truths About Money & Investing, Confessions of a Commission Junkie, 101 Ways to Kill Your Competition with In-Your-Face Marketing.  Produced Movies: How the Really Smart Money Invests, Navigating the Fog of Investing, Academic All-Stars, and numerous presentations to share the message of Free Market investing.  Mark Matson is not an employee of Stonecreek Wealth Advisors, Inc. but serves as a consultant as part of our network.  He has his own investment Management firm in Cincinnati, Ohio managing over $3.0 billion (as of 11- Feb-2011) for investors nationwide.  To learn more about Mark please visit his personal website at www.MatsonMoney.com

Patrick Ascione focuses his practice in the areas of contract, securities and real estate litigation as well as industrial collections.  Tort litigation and estate planning have been recently added to the practice as areas of emphasis due to client demand.  Partrick’s philosophy in litigation is that any suit handled by his firm should be won before trial.  He emphasizes case management, communication, strategy and tactics in the firm with that end in mind.  He obtained his B.A. with an emphasis in finance from Brigham Young University and went to receive his Juris Doctor from the J. Reuben Clark Law School at BYU.  Patrick Ascione is not an employee of Stonecreek Wealth Advisors, Inc.  but serves as a consultant as part of our network.  He has his own practice in Provo, Utah.  To learn more about Partrick please visit his personal website at www.ana-law.com

Linas Sudzius – Is a CLU, ChFC, a member of the AALU and a former Chief Marketing Officer for a Nashville-based life insurance carrier.  Linas Sudzius is not an employee of Stonecreek Wealth Advisors, Inc., but serves as a consultant as part of our network.  He has his own practice in Nashvill.

Charles Schwab Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors.  Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking trust and pension services, cash management tools, and 24-hour online account access.  Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment.  Schwa is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.



Copyright © 2009 Stonecreek Wealth Advisors, Inc. All rights reserved. The information found on this website is not intended to be used as the sole basis of any investment, tax, or retirement decisions. The information found should be considered for educational use only. Our information provided is prepared for general circulation and has been prepared without regard to any one individual’s financial circumstances and objectives of persons who receive or obtain access to it. None of the information presented should be construed as an offer to sell, buy, or a recommendation for any security. Please see our full disclaimer under our About Us page. Stonecreek Wealth Advisors, Inc. A fee-only Registered Investment Advisor Firm located at 11650 So. State Street, Suite 360, Draper Utah 84020 Phone: 801-545-0696.