Bangerter Financial Strategies

Private Wealth Strategies

Serving the unique needs of accredited and HNW investors.

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WHY CHOOSE BANGERTER FINANCIAL STRATEGIES?

Knowledge is power. It is also the foundation for making intelligent, well-considered decisions. When retirement is in sight, fully informed decisions are vital in helping you achieve your goals and avoid costly mistakes that could affect your future. That’s why our emphasis on knowledge comes to life in our team of financial planners and investment advisors at Bangerter Financial Strategies, who we believe represent the most skilled and knowledgeable professionals in the business. You wouldn’t want it any other way.

ABOUT OUR PRESIDENT AND FINANCIAL COACH

As the President of Bangerter Financial Services, Jeffrey Bangerter is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Jeff works to help his valued clients prepare for and enjoy retirement. Jeff truly enjoys helping his clients find the best ways to live a fulfilling life and believes that people can do amazing things when money worries are put at ease.

Jeffrey Bangerter

President
Bangerter's President, Jeffrey Bangerter

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 where we get to know one another. We focus on what your specific needs are 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 the unique needs of each and every client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

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

Phase IV: Monitoring & Adjusting

We monitor your accounts on a regular basis to ensure they are still performing in a way that meets their intention. If we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we are quick and accommodating to all adjustments.

Bangerter Financial

Our Team of Licensed Financial Advisors

Bangerter's Vice President of Brokerage Operations, Rikki Foster

Rikki Foster

Vice President of Brokerage Operations

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Bangerter's Managing Director, Aaron Oborn

Aaron Oborn

Managing Director | Financial Advisor

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Bangerter's Managing Director, Andrew Kraffert-Gora

Andrew Kraffert-Gora

Managing Director | Finanacial Advisor

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Eric Barbarita

Eric Barbarita

Managing Director | Financial Advisor

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Concorde Investment Services, Inc.

Our Team of Securities Licensed Registered Representatives

Bangerter's Vice President of Brokerage Operations, Rikki Foster

Rikki Foster

Vice President of Brokerage Operations

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Bangerter's Managing Director, Aaron Oborn

Aaron Oborn

Managing Director | Financial Advisor

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Andrew Kraffert-Gora

Managing Director | Finanacial Advisor

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Eric Barbarita

Eric Barbarita

Managing Director | Financial Advisor

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Bangerter's Registered Representative, Gaston Escudero III

Gaston Escudero III

Managing Director | Registered Representative

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Mark Butler

Managing Director | Registered Representative

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Bangerter Financial Strategies, LLC

Our Team of Professionals

Bangerter's Vice President of Brokerage Operations, Rikki Foster

Rikki Foster

Vice President of Brokerage Operations

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Ashlie Elmer Headshot (1)

Ashlie Elmer

Office Manager

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Cassie Bangerter

Cassie Bangerter

Operations Manager

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Emilee Lloyd

Office Administrator

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Bangerter's Client Service Representative, Mathew Brosh

Matthew Brosh 

Client Service Representative

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An Event for Every Taste

Events by Bangerter

Whether it’s keeping up with market trends or discussing a specific investment strategy, our team is dedicated to educating and providing insights to our clients so they can make knowledgeable, informed investment decisions. We like to have fun with a mix of in-person and online webinars and dinner events. Check out our upcoming events. If any look interesting, please reserve your seat online or call us.

Events

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