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Scott W

Series 65

Provo, UT

Retirement Solutions Investments, Inc.

Scott Wharton is a Series 65-licensed advisor with 12 years of experience, currently serving at Retirement Solutions Investments, Inc. in Provo, UT. He has been involved in the financial services industry since 2003 through his ownership of Retirement Solutions, Inc., an investment-related insurance agency. Outside of financial services, he is also a managing member of a property management business and co-owner of a car rental enterprise in Payson, UT. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts. The firm emphasizes diversified portfolios aimed at reducing risk and volatility, using fundamental, market trend, economic cycle, and technical analysis, while offering both discretionary and non-discretionary portfolio management options.

General retirement planning Income planning
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Robert R

Series 63, Series 65

Provo, UT

Retirement Solutions Investments, Inc.

Robert Reid is a financial advisor with Retirement Solutions Investments, Inc. in Provo, Utah, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Moon Wake Wealth Management LLC and Fidelity Investments. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts. The firm emphasizes diversified portfolios using fundamental, market trend, economic cycle, and technical analysis, and offers both discretionary and non-discretionary portfolio management with ongoing account monitoring.

General retirement planning Income planning
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