The Canyon Strategic Wealth Team
Owner, Certified Financial Planner™
Jake Cazier
Jake is a Series 65 licensed financial advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification.
As your advisor Jake
Executive Assistant
Shawnee Lowry
Shawnee’s
Registered Investment Advisor Team
Chief Operations Officer – Portside Wealth Group
Will Snyder
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years, and obtained a degree in International Relations from BYU.
Will is a FINRA Series 66 licensed financial professional, and also holds a PMP (Project Management Professional)® designation.
Chief Compliance Officer- Portside Wealth Group
Staci Compagno
Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits.
Staci has earned Series 24, 7, 63, 66 and 53 securities registrations, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.
Chief Strategist – Portside Wealth Group
Kurt Brown
Kurt has nearly 25 years of experience managing portfolios for Fortune 500 companies, hedge funds, university endowments, and individual accounts. Prior to co-founding Portside Wealth, Kurt was founder and CIO of TownSquare Capital, where he continues to serve on the Investment Committee. Kurt previously co-founded MicroBenefits China—an employee engagement platform for factory workers in China—and is on the Founder’s Board of the Ballard Center for Economic Self Reliance at BYU.
$0 – $50m+
Experienced Managers
Jake Cazier, CFP® is no stranger to complex financial planning. Client experience ranges from just getting started to multi eight-figure net worths.
Team Approach
No one can do everything
Teams include: Audits & Proposals, Trade Desk, Investment Committee, Fixed Income, Charitable Giving, Cybersecurity
100+ Advised
Years of Experience
We value each client relationship immensely.
Areas of Practice
Full Service Financial Planning and Investment Management
01
Investment Management
Investment strategy that aligns with your unique financial ambitions with a high awareness of taxes and expenses.
02
Tax Strategy
We’ll guide you through smart, tax-efficient planning to enhance your financial well-being.
03
Retirement Planning
Our planning process is centered on carving out a path to a secure and fulfilling retirement.
04
Estate Planning
We’ll help you keep your assets safe and ensure they are transferred according to your wishes, providing peace of mind for you and your family.
05
Insurance & Risk Management
Through custom planning, we’ll help to reveal any blind spots in your risk management.
06
Financial Planning
We’ll help you set clear, achievable goals, and create a roadmap to reach them, adjusting as your life evolves
