Kent Wilson (BS, CFP®, CPA)

Kent Wilson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

We do comprehensive planning for all individuals including Retirement/cash flow planning, Investment review, Estate planning, Tax planning and review of what insurance needs they may need or do have at the current time.  We currently invest primarily in no load mutual funds making sure that every portfolio is properly diversified.

Additional Information

Our firm was started in 1984 and is currently celebrating our 25th year of being in business.  We have always operated as a Fee-only Financial Planning Firm.  Starting in 2000,2002,2004,2006 and 2008 have been named in Medical Economics magazine top 150 financial planners.

NAPFA Start Date

October 11, 1999


This Office

230 S 500 E Ste 120 Salt Lake City, UT 84102-1095 Phone: (801) 355-5210 Fax: (801) 364-9277