Feeling Constrained?

Investors have not forgotten the pain inflicted on their portfolios in 2022 when stock and bond markets each finished the year down double-digits. The “balanced” portfolio of equities and fixed income failed them badly. That’s why accredited investors have increasingly looked to private wealth strategies for diversification and alternative sources of income and return. Bangerter Financial specializes in a broad range of private wealth investments.

Comprehensive Family Office Solutions

Tailored Estate and Tax Planning

Our Integrated Family Office Services address the complexities of charitable giving, estate planning, and trust management, ensuring seamless coordination. By integrating tax planning and probate management, we help safeguard your wealth across generations, optimizing asset control and tax efficiencies.

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Customized High-Yield Portfolios

Sophisticated Asset Strategy Mix

Tailored Wealth Portfolios offer a curated mix of assets focusing on attractive yields, diversified holdings, and risk mitigation. Our approach captures illiquidity premiums and employs passive and active strategies, which are ideal for accredited investors seeking institutional-quality opportunities.

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Strategic Wealth and Liquidity Solutions

Optimize Your Investment Strategy

Our Wealth Strategy and Liquidity Planning services ensure effective management of 401K, 403B, and other assets, alongside sophisticated life insurance and long-term care strategies. This holistic approach facilitates optimal wealth transfer and income stream planning, helping to secure your financial future.

Discover Wealth Strategy Solutions

Today’s accredited investor needs financial planning assistance that addresses many complex financial situations that many other investors don’t encounter. That’s where Bangerter Financial’s private wealth strategies come into play.

We trust this brief introduction in the services we provide helps you recognize the range of professional expertise our team has acquired.

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