Suncrest Advisors

Wealth is fragile. Amassing it is sometimes a function of good planning, sometimes a function of serendipity. Preserving it, however, is always a function of good planning. We offer expertise, advice, and professional referrals to address a range of our clients’ most complex business and planning issues around wealth accumulation, protection, and transfer. We do this by listening, by understanding, and by educating our clients on options and solutions they typically do not have time to research and find on their own. Suncrest Advisors is made up of several generations of professionals from various fields, all of whom have one thing in mind – to best serve our clients’ needs through collaborative effort. Today, our fiduciary team includes CERTIFIED FINANCIAL PLANNER™ Practitioners, Chartered Financial Analysts, investment advisors, portfolio research analysts, insurance professionals, qualified plan experts (including a dedicated ESOP team), employee benefits specialists, and other professionals. ► Contact Us today at (801) 676-0146 for a free and confidential consultation. Disclosure: IRS CIRCULAR 230 DISCLOSURE: The information contained on this page, including any attachments, photos or links, are neither intended or written to be used, and cannot be used, to avoid penalties under the Internal Revenue Code. All taxpayers should seek their own advice based upon their particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained on this page.