Centerville sits in the middle of one of Utah’s most established communities — and the financial advice available locally is mostly national brokerages and retirement-income shops. Canyon Strategic Wealth offers something different: a fiduciary virtual family office for Centerville 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 serves Centerville from our office in neighboring Bountiful, just a few minutes south. We are an independent, fiduciary registered investment adviser, founded in 2017, and we coordinate the financial lives of more than 100 families across Davis County.
Centerville is a quiet, affluent community — long settled, with a high share of established households and successful professionals and business owners. What it does not have is a wealth advisor positioned the way the ultra-wealthy are served: a single team coordinating investments, tax, estate, and insurance as one plan. The advisors with a Centerville footprint are largely branches of national firms. Canyon fills that gap.
Our advisor, Jake Cazier, is a CERTIFIED FINANCIAL PLANNER™ professional, and the firm is held to a fiduciary standard — obligated to put your interests first in every recommendation. Client assets are custodied at Charles Schwab, an independent custodian.
Most Centerville households with real assets are not short on financial help. They have an investment account, a CPA, probably an attorney who drafted a trust years ago, and an insurance agent somewhere in the mix. What they do not have is anyone connecting those people.
So the portfolio grows without anyone weighing the tax cost. The estate documents quietly go stale. The insurance is never re-examined. Each professional does their piece well; no one is responsible for how the pieces fit — and that gap is where money is quietly lost.
A virtual family office exists to close that gap. Canyon becomes the coordinating center of your financial life — holding the full picture, bringing your other advisors to the same table, and making sure every decision accounts for the rest of the plan.
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.
Canyon is not the right firm for everyone. We tend to be the right fit for:
Our Bountiful office is a short drive from anywhere in Centerville — but as a virtual family office, Canyon is designed so the location barely matters. You can work with us by video and phone, in person, or any combination that suits you.
If your financial life has outgrown a single statement, a discovery call costs nothing and carries no obligation. We would welcome the chance to show you what coordinated looks like.
Canyon Strategic Wealth serves Centerville clients from our office at 450 S 400 E in Bountiful — a short drive south. Because we operate as a virtual family office, most clients work with us through a mix of video, phone, and occasional in-person meetings, so the office location rarely affects the day-to-day relationship.
Yes. Centerville sits in the heart of the Davis County corridor we serve, alongside Bountiful, Farmington, and Kaysville. Its proximity to our Bountiful office makes Centerville one of our most natural markets.
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.
A national brokerage branch typically focuses on managing investments, within the products and structure of the parent company. Canyon is independent and operates as a virtual family office — coordinating investments, tax, estate, insurance, and business planning together, under a fiduciary standard, led by a CFP professional.
Schedule a complimentary, no-obligation discovery call. We'll talk through your situation and show you what coordinated looks like.
Schedule a Discovery Call