No Shortcuts Allowed

It all begins with you. Too often, the financial advice industry is criticized for applying a cookie-cutter approach to financial planning. Not at Bangerter Financial. We custom-build a financial roadmap that is as unique as you are, and we apply all the holistic service and support you need – and deserve – to achieve all your aspirations.

Services we offer

1031 Exchanges

From selling your investment property to closing on your replacement property, our team of 1031 exchange experts provides complete turnkey assistance at every step to help ensure your exchange is successful.

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Tax Strategies

We provide comprehensive guidance on tax strategies, including trusts, real estate investing, LLC formation, and opportunity zones, which offer tax benefits across your entire financial portfolio.

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Private Wealth Management

We understand the unique complexities family offices and ultra-high-net-worth individuals face in managing their wealth and legacies. We provide a full suite of specialized services to address those unique challenges.

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Committed to You

Mission

We are your source for 1031 Exchanges, Alternative Tax Strategies, and Private Wealth Management. We are committed to helping you and your family financially achieve your wants, dreams, and desires.

When Experience Matters

Our Team

Our team of financial planning experts is focused on helping you make sound, well-informed decisions and create solutions for your retirement assets. Our team shares Jeff Bangerter’s passion for helping clients live fulfilling lives with financial freedom.

A Cut Above

Our Values

The Bangerter Financial team is dedicated to providing the breadth of services you expect and deserve from your financial advisor and the extraordinary support you will likely find nowhere else.

Disciplined Consistency

Our Process

Our long-practiced four-step planning process—Discovery, Strategy, Implementation, and Monitoring/Adjustment—continues to be remarkably effective for financial planning.

The Bangerter Process

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Discovery

Get to know one another and learn about your needs.
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Strategy

Develop an investment strategy custom tailored to your unique needs.
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Implementation

Successfully implement your customized investment strategy.
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Monitoring & Adjusting

Monitor & adjust your investments as needed to ensure they are consistently performing to meet your needs.

BANGERTER 4-STEP PROCESS

PHASE I: DISCOVERY

We begin this stage during our initial meeting, during which we get to know one another. We focus on your specific needs and what you want your investment capital to do for you.

PHASE II: STRATEGY

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to each client’s unique needs. We then develop a comprehensive plan outlining the strategy we recommend for long-term success.

PHASE III: IMPLEMENTATION

The primary objective of this phase is to successfully implement your investment strategy. We strive to make this process quick and easy for you through constant communication and a highly skilled staff.

PHASE IV: MONITORING & ADJUSTING

We monitor your accounts regularly to ensure they are still performing according to your intention. If we discover that your circumstances have changed or that shifting global markets requires a different investing approach, we are quick and accommodating to all adjustments.

Where Knowledge is Power

RESOURCES

At Bangerter Financial, we believe we have a responsibility to advise and guide our clients in the financial planning aspects of their lives and help inform them on the topics that could influence the outcomes of their plans.

We believe you will find the educational resources helpful in learning more about private wealth management and the planning process, as well as investment strategies, including:

  • 1031 Exchanges
  • Delaware Statutory Trusts (DST’s)
  • NNN Properties
  • Opportunity Zones
  • Oil & Gas Partnerships
  • Plus… Tax Planning Strategies
Access Our Resources
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OUR MISSION

We are your single point of contact for 1031 Exchanges and Alternative Tax Strategies, helping our clients achieve their wants, dreams and desires for themselves and their families.

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OUR VALUES

The Bangerter Financial team is committed to providing the breadth of services you expect from your financial advisor and the support you will likely find nowhere else.

LEARN MORE →
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OUR PROCESS

Our four-step planning process: Discovery, Strategy, Implementation, Monitoring/Adjusting – continues to be a remarkably effective financial planning process.

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OUR RESOURCES

An extensive library of insights and education on topics from Estate Planning to Taxes to Investments and Insurance. Peruse our comprehensive knowledge center.

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Thank you for taking the quick tour of Bangerter Financial, a firm dedicated to advising and guiding you in the financial planning aspects of your life and helping you achieve your greatest aspirations.

Schedule a no-obligation consultation to learn more

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