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Lamar B
Series 66
Salt Lake City, UT
RPG Family Wealth Advisory, LLC
Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.
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