Private Wealth Advisory

Your Financial Life,
Strategically Coordinated

Canyon Strategic Wealth serves as your virtual family office — coordinating investments, taxes, estate planning, and risk management into one seamless strategy built around your life.

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CFP®
Certified Planner
100%
Fiduciary Always
360°
Holistic Planning
CFP® Certified
Fiduciary Standard
SEC Registered RIA
Fee-Based Advisor
Fiduciary Oath
Fiduciary First
Legally and ethically required to act in your best interest — always.
Transparency
No hidden fees, no surprises. Every recommendation and cost clearly explained.
Long-Term Partnership
We grow with you — through life changes, market shifts, and every milestone.
Personalized Strategy
Your financial plan is built for your life — not templated from a shelf.
Who We Are

Your Virtual
Family Office

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.

Strategic Coordination

We quarterback across investments, taxes, estate planning, and risk management.

Professional Team Alignment

We coordinate with your CPA, attorney, and insurance specialists to keep everything working together.

Year-Round Engagement

Biannual meetings, proactive check-ins, and continuous coordination — not a once-a-year review.

Meet Our Team
360°
Holistic financial coordination
8
Structured onboarding meetings
4x
Annual touchpoints minimum
What We Do

Comprehensive Wealth Management

From investment strategy to estate planning, we coordinate every aspect of your financial life.

Investment Management

Strategic portfolio construction, ongoing monitoring, and tax-efficient management aligned with your goals and risk profile.

Financial Planning

Comprehensive planning that covers retirement projections, cash flow optimization, education funding, and more.

Tax Strategy

Proactive tax planning coordinated with your CPA — Roth conversions, tax-loss harvesting, and year-round optimization.

Estate Planning

Legacy protection through coordinated estate strategies, trust reviews, and beneficiary management.

Risk Management

Comprehensive insurance review and gap analysis to protect your family, assets, and business.

Business Owner Advisory

Strategic planning for business owners — enterprise valuation, succession planning, and wealth integration.

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Client Experiences

What Our Clients Say

The families we serve are our greatest advocates.

Client testimonials coming soon.

This section is under construction.

Free Guide

The Family Wealth Coordination Checklist

7 critical areas most families overlook — and how a coordinated strategy can protect your legacy. Download our complimentary guide.

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Ready to Get Started?

Schedule a complimentary discovery call to see if we're the right fit for your financial life.

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About Canyon Strategic Wealth

We built our practice around a simple belief: financial planning done well is deeply personal.

Our Story

Built on the Belief That
Planning Should Be Personal

Canyon Strategic Wealth was founded on the principle that every family deserves the same level of coordinated, strategic financial guidance that was once reserved for ultra-high-net-worth households.

As your virtual family office, we serve as the strategic quarterback — coordinating across investments, taxes, estate planning, risk management, and beyond. Every recommendation we make, every strategy we build, is grounded in your unique story, your goals, and what matters most to you.

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Our Team

The People Behind Your Plan

A dedicated team committed to your financial success.

Jake Cazier
Jake Cazier, CFP®
Private Wealth Advisor & Owner
Jake leads the firm with a passion for holistic wealth management. As a Certified Financial Planner, he coordinates every aspect of your financial life — from investments and tax strategy to estate planning and risk management.
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Shawnee Lowry
Shawnee Lowry
Administrative / Executive Assistant
Shawnee ensures every client interaction is seamless and every detail is handled. She manages client communications, scheduling, and operational coordination across all accounts.
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BS
Brizden Staker
Operations Intern
Brizden supports the team with administrative operations, document management, and client onboarding logistics — keeping everything running smoothly behind the scenes.
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Our Values

What Guides Everything We Do

Fiduciary First

We are legally and ethically required to act in your best interest — always. This isn't a marketing statement; it's the foundation of our practice and every recommendation we make.

Transparency

No hidden fees, no surprises, no fine print. We clearly explain every recommendation and cost so you always understand exactly what you're paying and why.

Long-Term Partnership

We grow with you — through life changes, market shifts, and every milestone ahead. This isn't a transactional relationship; it's a partnership built for decades.

Personalized Strategy

Your financial plan is built for your life — not templated from a shelf. We take the time to understand your unique story and design strategies around what matters most to you.

Ready to Join the Canyon Family?

Schedule a complimentary discovery call and let's explore how we can help.

Schedule Your Discovery Call

Our Services

Comprehensive, coordinated wealth management — every piece of your financial life working together.

The Virtual Family Office

One Team. Every
Aspect of Your
Financial Life.

Traditional advisors manage investments. We coordinate your entire financial ecosystem — acting as the strategic quarterback across every discipline.

This means your investment strategy, tax planning, estate plan, and risk management aren't siloed — they're integrated into one cohesive strategy that evolves with your life.

Your
Strategy
Investments
Tax Planning
Cash Flow
Estate Planning
Risk Mgmt
Business Advisory
What We Manage

Services Built Around Your Life

Investment Management

Strategic portfolio construction aligned with your goals, risk tolerance, and time horizon. We continuously monitor and rebalance to keep you on track.

  • Goal-aligned portfolio construction
  • Ongoing monitoring and rebalancing
  • Tax-efficient management
  • Regular performance reporting

Comprehensive Financial Planning

A holistic plan that covers every dimension of your financial life — retirement projections, cash flow analysis, education funding, and wealth preservation.

  • Retirement income projections
  • Cash flow optimization
  • Education funding strategies
  • Net worth tracking and analysis

Tax Strategy & Coordination

We coordinate directly with your CPA to implement proactive tax strategies — not just at year-end, but throughout the year.

  • Roth conversion analysis
  • Tax-loss harvesting
  • Charitable giving strategies
  • Year-round CPA coordination

Estate Planning Coordination

We work with your estate attorney to ensure your legacy is protected, your documents are current, and your beneficiary designations are aligned.

  • Will and trust coordination
  • Beneficiary designation review
  • Legacy and wealth transfer planning
  • Power of attorney guidance

Risk Management & Insurance

A comprehensive review of your insurance coverage to identify gaps and protect against risks across your life, family, and business.

  • Life and disability insurance review
  • Long-term care planning
  • Property and liability coverage
  • Umbrella policy assessment

Business Owner Advisory

For business owners, we look at your enterprise as part of your overall wealth strategy — maximizing value today while planning for tomorrow.

  • Business valuation integration
  • Succession and exit planning
  • Retirement plan design
  • Executive compensation strategies

Let's Build Your Strategy

Every great financial plan starts with a conversation.

Schedule Your Discovery Call

Our Process

A structured, transparent onboarding experience — from your first conversation to ongoing partnership.

The Journey

Six Phases to Your Financial Confidence

Each phase builds on the last, creating a comprehensive strategy that covers every dimension of your financial life.

1

Intro & Discovery

Weeks 1–2

We get to know each other and gather the full picture of your financial life — income, assets, liabilities, goals, and what matters most to you.

2

Roadmap & Alignment

Weeks 2–3

Our team builds your personalized financial plan — a strategic roadmap of priorities. We review it together and align on direction before moving forward.

3

Implementation

Weeks 3–5

Planning turns into action — opening accounts, transferring assets, establishing positions, and setting everything in motion.

4

Optimization

Weeks 5–8

We tie investments, tax strategy, and cash flow together. Your CPA joins the team so everything works holistically and tax-efficiently.

5

Integration

Weeks 8–12

We protect your wealth through estate planning and risk management, coordinate with your professional team, and stress-test for the unexpected.

6

Ongoing Partnership

Always

You move into our annual rhythm — biannual planning meetings, proactive check-in calls, and year-round coordination across your entire professional team.

Year-Round Partnership

Your Annual Rhythm

Beyond the initial onboarding, we maintain a proactive engagement model throughout the year to keep everything aligned.

Spring Meeting

Full Review

Plan updates, progress on action items, investment review, tax positioning, and any life changes since we last met.

Summer Call

Check-In

Proactive lighter-touch call to surface any emerging needs, share quick updates, and stay connected.

Fall Meeting

Year-End Planning

Tax-loss harvesting, Roth conversions, charitable giving, insurance renewals, and goal-setting for the year ahead.

Winter Call

Year-End Wrap-Up

Confirm final actions, personal connection, and make sure nothing slips through the cracks before the new year.

Start Your Journey Today

The first step is a simple conversation.

Schedule Your Discovery Call

Get In Touch

Have a question or ready to start? We'd love to hear from you.

Email Us

jake@canyonstrategicwealth.com

Call Us

(801) 903-8287

Location

Serving clients nationwide from Utah

Office Hours

Monday – Friday, 8am – 5pm MT

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Schedule Directly

Prefer to Book a Time?

Choose the meeting type that works best for you.

Discovery Call

An introductory conversation to discuss your financial goals and see if we're the right fit.

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Quick Chat (15 min)

Have a quick question? Book a brief call with Jake to get a fast answer.

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Client Meeting

For existing clients — schedule a full meeting outside the regular onboarding flow.

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Email Jake Directly

Prefer email? Reach out anytime and we'll get back to you within one business day.

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Insights & Resources

Practical guidance to help you make informed decisions about your financial future.

Knowledge Center

Latest Insights

Investment Strategy

Understanding Market Volatility: A Long-Term Perspective

How disciplined investors weather market storms and why time in the market consistently outperforms timing the market.

Discuss with Us
Tax Planning

Roth Conversion Strategies: Is Now the Right Time?

Key factors to evaluate when considering a Roth conversion, including tax bracket analysis, time horizon, and estate planning implications.

Discuss with Us
Estate Planning

5 Estate Planning Mistakes High-Net-Worth Families Make

Common oversights that can cost your heirs significantly — and how proactive coordination with your attorney prevents them.

Discuss with Us
Risk Management

Beyond the Basics: Insurance Gaps Most Families Don't Know About

An umbrella policy isn't enough. Learn about the coverage gaps that leave high-net-worth families unexpectedly exposed.

Discuss with Us
Business Owners

Exit Planning: Preparing Your Business for a Successful Transition

Whether you're planning to sell, transition to family, or bring in partners — the preparation starts years before the event.

Discuss with Us
Financial Planning

The Virtual Family Office: Why Coordination Matters More Than Returns

How an integrated approach to financial planning delivers better outcomes than managing each area in isolation.

Discuss with Us
Common Questions

Frequently Asked Questions

A virtual family office provides the same level of comprehensive, coordinated wealth management that ultra-high-net-worth families receive from traditional family offices — but without the overhead of a dedicated in-house team. We serve as your strategic quarterback, coordinating across investments, taxes, estate planning, insurance, and more to ensure every piece of your financial life works together.

We work with families and individuals who are committed to comprehensive financial planning. While we don't have a strict minimum, our services are best suited for those with $500,000 or more in investable assets, or high-income professionals and business owners planning for significant wealth accumulation. We encourage you to schedule a discovery call to explore whether we're the right fit.

We are a fee-based advisory firm. Our primary compensation comes from advisory fees, and we may also receive compensation through certain insurance or annuity products when appropriate. We always disclose any potential conflicts of interest and act as a fiduciary. Our fee structure is transparent and typically based on a percentage of assets under management, with planning fees for comprehensive services. We'll provide a clear fee schedule during your discovery meeting.

Yes, absolutely. As a Registered Investment Adviser, we are legally and ethically bound to act as a fiduciary at all times. This means we must always put your interests first, provide full disclosure of any potential conflicts of interest, and act with the utmost good faith and care. Our fiduciary commitment is the foundation of everything we do.

Your assets are held by Charles Schwab, one of the largest and most trusted custodians in the industry. We never take custody of client funds. Schwab provides independent account statements, robust security, SIPC protection, and a world-class technology platform. You always have direct access to your accounts through Schwab's online portal.

Proactive communication is core to our approach. At minimum, you'll have a comprehensive annual review and seasonal strategy sessions. Beyond scheduled meetings, we reach out whenever market conditions, tax law changes, or life events warrant a conversation. You also have direct access to your advisor via phone, email, and our client portal — we respond within one business day.

The discovery call is a complimentary, no-obligation conversation lasting about 30 minutes. We'll learn about your current financial situation, your goals, and what matters most to you. You'll learn about our approach, our process, and how we work. At the end, we'll both have a clear sense of whether working together makes sense. There's no pressure — just an honest conversation.

Have a Question Not Listed Here?

We're happy to chat — schedule a complimentary call and let's talk about your situation.

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Privacy Policy

How we protect and handle your personal information.

Information We Collect

Canyon Strategic Wealth collects personal information necessary to provide financial advisory services, including names, contact information, financial account data, tax information, and other details relevant to your financial plan. We collect this information directly from you, from your authorized representatives, and from third-party custodians with your consent.

How We Use Your Information

We use your personal information solely for the purpose of providing financial advisory services, maintaining your accounts, communicating with you about your financial plan, and complying with regulatory requirements. We do not sell your personal information to third parties.

Information Sharing

We may share your information with our custodian (Charles Schwab), with your other professional advisors (CPAs, attorneys) at your direction, and with regulatory authorities as required by law. All third-party service providers are bound by confidentiality agreements.

Data Security

We implement industry-standard security measures to protect your personal information, including encryption, secure access controls, and regular security assessments. Our custodian, Charles Schwab, provides SIPC protection and maintains comprehensive cybersecurity infrastructure.

Your Rights

You have the right to access, correct, or delete your personal information at any time. You may also opt out of marketing communications. To exercise any of these rights, please contact us at jake@canyonstrategicwealth.com.

Contact Us

If you have questions about this privacy policy, please contact Jake Cazier at jake@canyonstrategicwealth.com or call (801) 903-8287.

Last updated: February 2026

Important Disclosures

Regulatory information and important notices for our clients and prospective clients.

Registered Investment Adviser

Canyon Strategic Wealth, LLC is a Registered Investment Adviser. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Additional information about Canyon Strategic Wealth, including its advisory services, fees, and business practices, is available through the Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov.

Fiduciary Duty

As a registered investment adviser, Canyon Strategic Wealth has a fiduciary duty to act in the best interest of our clients. This fiduciary duty is a fundamental principle of our firm and guides all of our actions and recommendations.

No Guarantee of Results

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification does not guarantee profit or protect against loss.

Not Tax or Legal Advice

Canyon Strategic Wealth does not provide tax or legal advice. The information provided on this website and in our advisory services is for general informational and educational purposes. We encourage clients to consult with their tax professional and/or attorney for specific tax and legal guidance.

Third-Party Custodian

Client assets are held by Charles Schwab & Co., Inc., a qualified custodian. Canyon Strategic Wealth does not take custody of client funds or securities. Schwab provides account statements directly to clients on at least a quarterly basis. Clients should compare the information on their custodial statements to reports provided by Canyon Strategic Wealth.

Form ADV

A copy of our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) is available upon request and is filed with the SEC. These documents provide detailed information about our qualifications, business practices, and fees. To request a copy, please contact us at jake@canyonstrategicwealth.com.

Testimonials & Endorsements

When client testimonials and endorsements are presented on this website, they may not represent the experience of all clients and are not indicative of future performance or success. Any testimonials would be provided voluntarily and without compensation.

Last updated: February 2026