The Canyon Strategic Wealth Team
Owner, Certified Financial Planner™
Jake Cazier
Jake Cazier is a Certified Financial Planner™ and the founder of Canyon Strategic Wealth, where he helps his clients optimize their wealth, minimize taxes, and achieve financial freedom. With a strategic approach to financial planning, Jake specializes in guiding high-net-worth individuals and families through a disciplined financial planning process that leads clients to a fulfilled life.
His expertise lies in tax planning, advanced estate strategies, and custom portfolio construction designed to minimize taxes and maximize long-term wealth. Whether it’s navigating a business sale, setting up trusts for future generations, or building an investment strategy that keeps more money in your pocket, Jake brings creative, high-impact solutions to the table.
When he’s not helping clients, you’ll find him spending time with his wife and two boys in Farmington, Utah. Jake loves to golf, play Saturday morning basketball, ski, and travel with his family.
Executive Assistant
Shawnee Lowry
Shawnee is at the heart of Canyon Strategic Wealth, making sure clients feel supported, understood, and taken care of—fast. With a natural ability to anticipate needs and solve problems quickly, she ensures that every interaction is smooth and stress-free.
Her warm, caring personality makes working with her feel effortless, whether she’s answering questions, coordinating financial details, or making sure everything runs seamlessly behind the scenes. Clients know they can count on her to handle things efficiently while always bringing a personal touch.
When she’s not helping clients, Shawnee loves spending time with her family, especially her two grandchildren.
Registered Investment Advisor Team
Chief Operations Officer – Portside Wealth Group
Will Snider
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+
Jake Cazier, CFP® is no stranger to complex financial planning. Client experience ranges from just getting started to multi eight-figure net worths.
Team Based
Teams include: Audits & Proposals, Trade Desk, Investment Committee, Fixed Income, Charitable Giving, Cybersecurity
100+ Advised
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
