Sandy, UT Office

WT Wealth Management is a multi-advisor wealth management firm that manages approximately $419 million for about 1,133 clients and 13 advisors. The firm provides discretionary portfolio management, financial planning (standalone or ongoing), and wealth‑education services to individuals, high‑net‑worth households, pension and profit‑sharing plans, charitable organizations, and other businesses.

Investment advice is delivered primarily through proprietary, model‑based strategies, including Culturally Significant Equities, quantitative ETF‑driven models, and Target Risk multi‑asset models, with portfolios rebalanced at least quarterly and implemented across ETFs, mutual funds, individual equities, and fixed income. The firm also offers specialized strategies such as an Enhanced Cash Management cash‑alternative, a NextGen individual‑equity sleeve for emerging‑theme exposure, and optional values‑based screening (“Woke Mitigation”).

Noteworthy features that distinguish the firm from many peers include formal affiliations with an accounting affiliate (WT Tax Accounting) and an affiliated law practice (WesternTrust Law) that can provide tax preparation and estate‑planning services, and a licensed insurance agency offering life, annuity, and long‑term care products. The firm publishes regular “Learning Spotlights” and conducts seminars and workshops, and it works with retirement plan participant and municipal clients using platforms such as Envestnet and Pontera to manage held‑away or plan accounts.