Canyon Strategic Wealth is a fiduciary virtual family office serving Utah families and business owners with $1M+ in investable assets — coordinating investments, taxes, estate planning, and risk management into one seamless strategy built around your life.
Assets under management as of May 2026.
We built Canyon Strategic Wealth around a simple belief: that financial planning done well is deeply personal. Every recommendation, every strategy, is grounded in your unique story.
We quarterback across investments, taxes, estate planning, and risk management.
We coordinate with your CPA, attorney, and insurance specialists to keep everything working together.
Biannual meetings, proactive check-ins, and continuous coordination — not a once-a-year review.
From investment strategy to estate planning, we coordinate every aspect of your financial life.
Strategic portfolio construction, ongoing monitoring, and tax-efficient management aligned with your goals and risk profile.
Comprehensive planning that covers retirement projections, cash flow optimization, education funding, and more.
Proactive tax planning coordinated with your CPA — Roth conversions, tax-loss harvesting, and year-round optimization.
Legacy protection through coordinated estate strategies, trust reviews, and beneficiary management.
Comprehensive insurance review and gap analysis to protect your family, assets, and business.
Strategic planning for business owners — enterprise valuation, succession planning, and wealth integration.
7 critical areas most families overlook — and how a coordinated strategy can protect your legacy. Download our complimentary guide.
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Schedule a complimentary discovery call to see if we're the right fit for your financial life.
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