Your financial life has more moving parts than a single account statement can hold — a business, a portfolio, equity, real estate, a tax bill that climbs every year. Canyon Strategic Wealth is a virtual family office in Bountiful, built for families and business owners with $1 million or more in investable assets.
Assets under management shown as of May 2026. Canyon Strategic Wealth, LLC is a registered investment adviser; CRD #325175. Registration does not imply a certain level of skill or training.
Canyon Strategic Wealth is an independent, fiduciary registered investment adviser headquartered in Bountiful at 450 S 400 E. We were founded in 2017, and today we coordinate the financial lives of more than 100 families across Davis County and the greater Salt Lake area.
Bountiful is well served by financial professionals — but most of them do one thing. A brokerage sells investments. A retirement shop sells an income plan. An insurance office sells policies. What is missing is the person who sits above all of it, connecting your investments, your taxes, your estate plan, your insurance, and your business into one strategy that actually fits together. That is the role we play.
Our advisor, Jake Cazier, is a CERTIFIED FINANCIAL PLANNER™ professional. As a fiduciary, the firm is obligated to put your interests first — not sometimes, but in every recommendation we make. Your assets are held at Charles Schwab, an independent custodian, so the people advising you are never the people holding your money.
By the time a household reaches $1 million or more in investable assets, the challenge is rarely picking a better mutual fund. The challenge is that no one is in charge of the whole picture. The CPA files the return but never sees the portfolio. The attorney drafts the trust but never hears about the new business. The investment account grows without anyone asking what it is costing in taxes.
The result is a financial life that runs as a set of disconnected parts — each one managed competently, the whole thing managed by no one. Decisions get made in isolation, opportunities get missed, and the tax bill is larger than it needs to be.
A virtual family office solves that by design. We become the coordinating hub: the team that holds the entire picture, brings your other professionals to the same table, and makes sure every decision is made with the rest of your plan in view.
A virtual family office is defined by breadth. These are the areas we manage and coordinate as one connected strategy.
Goal-aligned, tax-aware portfolios built around your plan and your timeline, held at Charles Schwab and monitored continuously.
We work alongside your CPA throughout the year — Roth conversions, gain and loss timing, charitable strategy — so tax planning happens before the return, not after.
We work with your estate attorney to keep documents, titling, and beneficiary designations current and aligned with your wishes.
An independent look at life, disability, liability, and long-term-care coverage to find the gaps before they find you.
For owners, we treat the company as the central asset it is — entity structure, retirement plans, and eventual succession or sale.
There is no cost and no obligation to find out whether we are the right fit. The path is deliberately simple.
A relaxed conversation about your situation, your questions, and what you want your wealth to do. We both decide whether it makes sense to go further.
We review your full picture — investments, tax exposure, estate documents, insurance, and business — and show you what we see, including what is working and what is not.
We put the plan into motion and bring your CPA, attorney, and other professionals into the same conversation, so nothing falls between the cracks.
We meet formally twice a year and stay available between meetings as life and markets change. The plan is living, not a binder on a shelf.
We are not the right firm for everyone, and we would rather say so early. Canyon tends to be the right fit for:
Canyon Strategic Wealth has called Bountiful home since 2017. Our office is on 400 East, minutes from downtown — and because we operate as a virtual family office, how you work with us is up to you, whether that means meeting in person or handling everything by video and phone.
If your financial life has grown past the point where one account statement can describe it, a conversation costs you nothing. Let's talk about what coordinated really looks like.
Canyon Strategic Wealth is located at 450 S 400 E, Bountiful, UT 84010 — a few minutes from downtown Bountiful and roughly fifteen minutes north of Salt Lake City.
No. We operate as a virtual family office, which means you can work with us entirely by video and phone, entirely in person at our Bountiful office, or any mix of the two. Many of our clients across Davis County rarely come into the office at all.
Canyon Strategic Wealth is built for families and business owners with roughly $1 million or more in investable assets. That figure describes the households we serve best rather than a rigid cutoff — if your situation is complex, a discovery call is the right way to find out whether we are a fit.
Canyon is a fee-based fiduciary firm. Most of our compensation comes from straightforward advisory fees for managing assets and providing planning. As a fee-based firm, we may also receive a commission on certain insurance or annuity products when a client chooses to implement one; whenever that is the case, we disclose the arrangement and the conflict of interest it creates.
Yes. Canyon Strategic Wealth is a registered investment adviser, which carries a fiduciary obligation to act in your best interest. You can verify our registration on the SEC's investment adviser public disclosure site under CRD #325175.
Nothing. The discovery call is complimentary and carries no obligation. Its only purpose is for both of us to decide whether working together makes sense.
Most Bountiful-area firms focus on one piece — investments, retirement income, or insurance. Canyon is a virtual family office: we coordinate investments, tax, estate, insurance, and business planning as one strategy, led by a CERTIFIED FINANCIAL PLANNER professional and held to a fiduciary standard.
Schedule a complimentary, no-obligation discovery call. We'll talk through your situation and show you what coordinated looks like.
Schedule a Discovery Call