Top charitable giving tax strategies financial advisors in Utah
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 to make significant charitable donations and want to optimize your tax benefits, you need an advisor who understands the nuances of charitable giving tax strategies. Without this expertise, you might miss opportunities to maximize deductions or inadvertently trigger tax consequences.
- Donation timing insights. Ask how they recommend scheduling gifts to balance your tax year and income fluctuations.
- Gift type guidance. Confirm they can advise on various donation forms, like cash, appreciated assets, or donor-advised funds, and their tax impacts.
- Tax code navigation. Ensure they understand how to apply limits on charitable deductions and how to carry forward unused amounts.
- Coordination with estate plans. Check if they integrate charitable giving strategies with your broader estate and tax planning goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sam T
VerifiedCFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam Tenney's expertise in charitable giving tax strategies is supported by 25 years of wealth management experience and a CFP® certification, enabling him to advise on donation timing, gift types, and tax code navigation effectively. Unlike some advisors, Sam offers a flat-fee structure for comprehensive financial planning and serves high-net-worth clients, bringing a seasoned, independent perspective from his Colorado base near Utah.
Experience: 26 years
Avg account: $868,634
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Todd M
CFP®, Series 66
Fort Lauderdale, FL
Provenance Wealth advisors
Todd Moll's expertise in charitable giving tax strategies is supported by his 35 years of industry experience and CFP® certification, making him well-equipped to advise on donation timing, gift types, and tax code navigation. Based in Fort Lauderdale, he operates within Provenance Wealth Advisors, a firm serving nearly 3,000 clients with tailored portfolio management and a personalized investment policy statement approach, offering flat-fee and hourly financial planning options.
Experience: 35 years
Avg account: $738,808
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Catherine M
Series 65
Layton, UT
JGP Wealth Management, LLC
Catherine Miller specializes in charitable giving tax strategies, making her well-suited to help Utah clients optimize tax benefits from significant donations. She offers flat-fee financial planning and consulting, serves high-net-worth individuals, and brings a tailored investment approach through JGP Wealth Management, which manages $1.2 billion in assets and emphasizes ongoing portfolio monitoring and rebalancing.
Experience: 1 year
Avg account: $1,741,130
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Tylan F
Series 63, Series 66
Lehi, UT
Fletcher Capital Management
Tylan Fletcher specializes in charitable giving tax strategies, offering expertise in donation timing, gift type guidance, and tax code navigation, which is essential for optimizing tax benefits in Utah. His independent firm manages $50.9 million for nearly 200 clients, providing flat-fee financial plans and a diversified, buy-and-hold investment approach, distinguishing him with 21 years of experience and additional licenses in insurance and real estate.
Experience: 22 years
Avg account: $249,586
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Mary C
Series 65
Lehi, UT
Brighter Retirement Advisors LLC
Mary Carbine specializes in charitable giving tax strategies, making her well-suited to help optimize tax benefits for significant donations in Utah. Operating from Lehi, she offers flat-fee estate planning services and integrates life insurance and retirement planning, distinguishing her with a comprehensive approach and a blend of fundamental and technical investment analysis.
Experience: 4 years
Avg account: $182,935
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