At Stonecreek Wealth Advisors, Inc. we network with Attorneys, CPA's, Financial Planners, Wealth Managers, Financial Advisors, and Investment Advisors throughout the country, each having their own experience and focus. We call this our "Affiliate Network of Professionals."  We have created what is called a "Wealth Optimization Plan." The goal of this plan is to use the collective wisdom of the network to maximize the dollars you invest so that you can save the least amount of money possible.

Mark K. Lund, Wealth Manager is our firm's Chief Investment Officer.  Mark is the author of the forthcoming book, “The Art of Saving Money!”  He publishes his own monthly newsletter called, “The Mark Lund Growth Report.”  He has written articles for or been quoted in: The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, 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 has spent over a decade managing private investment portfolios for his clients throughout the Salt Lake area. Pre-retirees have used Mark’s ideas to help reduce their taxes in retirement, pass on their estate tax-free and enjoy more spendable income.  Mark is best known for his “Wealth Optimization Plan.”  To learn more about Mark click on the "meet your team" link to your left.