Northern Utah's Financial Planning Partner

At Lifetime Wealth Solutions, we believe that everyone deserves a clear, confident path to financial security—no matter where you’re starting from. We work closely with individuals, families, and small business owners to create a financial plan that reflects your values and goals, while offering the practical strategies you need to get there. From retirement income and investments to tax-efficient solutions and legacy planning, we’re here to help you create a plan that protects what you’ve built and grows what’s possible.

Our experienced team takes the time to understand what matters most to you, so you can make the most of your resources, your relationships, and your future. Whether you’re just getting started or already managing significant wealth, we offer the guidance, tools, and insight you need to turn your financial goals into reality. Let’s build your legacy together—so you can live life on your terms, today and for generations to come.