Top long-term care insurance financial advisors working with high-net-worth individuals in Lehi, UT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning for long-term care, such as assisted living or in-home support, and you have significant assets to protect, you need an advisor who understands how to balance insurance costs with your overall wealth plan. A common mistake is choosing coverage that either leaves you underinsured or ties up too much of your estate in premiums.
- Asset protection focus. Look for advisors who can explain how long-term care insurance fits into preserving your wealth for heirs.
- Policy customization. Ask how they tailor coverage options to your specific health risks and financial goals, not just standard packages.
- Integration with estate plans. Confirm they coordinate insurance choices with trusts or other legacy tools to avoid unintended tax consequences.
- High-net-worth experience. Ensure they understand the unique challenges of managing insurance within complex financial portfolios.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher C
Series 65
Salt Lake City, UT
Root Financial Partners
Christopher Casale specializes in long-term care insurance and serves high-net-worth clients, making him well-suited for managing insurance within complex portfolios. His firm employs Modern Portfolio Theory with a focus on asset allocation and low-fee funds, offering flat-fee financial planning ranging from $2,000 to $65,000, which may appeal to clients seeking transparent pricing and comprehensive planning.
Experience: 1 year
Avg account: $2,512,954
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Cameron C
CFP®, Series 63, Series 65, Series 66
Cottonwood Heights, UT
Empirical Wealth management
Cameron Cole specializes in long-term care insurance and serves high-net-worth clients, making him well-suited for managing insurance within complex financial portfolios in the Lehi, UT area. With 17 years of experience and CFP® certification, he offers flat-fee and tiered AUM pricing through Empirical Wealth Management, which employs a Modern Portfolio Theory approach and manages $6.7 billion for 2,100 clients.
Experience: 17 years
Avg account: $3,447,090
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Taynia V
CFP®
West Jordan, UT
Cerity partners LLC
Taynia Vakapuna specializes in long-term care insurance and wealth management, serving high-net-worth clients from Cerity Partners LLC, a large firm managing $126.9 billion in assets. Her flat-fee and hourly fee structures provide flexible planning options, and her experience includes retirement plans for business owners and charitable giving, offering a broad approach beyond insurance alone.
Experience: 3 years
Avg account: $4,574,620
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