Farmington has grown quickly — new neighborhoods, new businesses, and a wave of households whose wealth has outpaced the advice they set up years ago. Canyon Strategic Wealth is a fiduciary virtual family office for Farmington families and business owners with $1 million or more in investable assets — and it is where our advisor calls home.
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 Farmington from our office in nearby Bountiful, a short drive south on I-15. Just as important: Farmington is home for our advisor, Jake Cazier. This is not a market we cover from a distance — it is our community.
Farmington has changed faster than almost anywhere in Davis County. Station Park, steady development, and strong schools have drawn a generation of successful families and business owners. Many of them are still working with the advisor, the account, or the insurance setup they chose long before their wealth and their lives grew this complex. The local options skew toward national rollups and brokerage branches; what is scarce is an independent, fiduciary firm that coordinates the entire picture.
Jake Cazier is a CERTIFIED FINANCIAL PLANNER™ professional, and Canyon is held to a fiduciary standard. Client assets are held at Charles Schwab, an independent custodian, separate from the firm that advises you.
A common Farmington story: the income climbed, the business did well, the house appreciated, the accounts grew — but the financial setup never caught up. The advice still reflects a simpler chapter, when one account and one agent were enough.
Now there are several accounts, a tax bill that stings, an estate plan written for an earlier version of the family, and insurance no one has revisited in years. Each piece is handled by someone different, and no one is connecting them. That disconnect is expensive, and it compounds quietly.
A virtual family office is the fix. Canyon becomes the coordinating hub of your financial life — holding the whole picture, bringing your CPA and attorney to the same table, and making sure each decision is made with everything else 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's office is a short drive south in Bountiful, and our advisor lives right here in Farmington. As a virtual family office, we are built to work with you however you prefer — by video, by phone, or in person.
If your financial life has outgrown the plan you built years ago, a discovery call costs nothing. Let's talk about what coordinated looks like now.
Canyon Strategic Wealth serves Farmington from our office at 450 S 400 E in Bountiful, a short drive south. Our advisor, Jake Cazier, lives in Farmington — so while the office is in Bountiful, this is very much a home market for the firm. As a virtual family office, we also work with most clients through a flexible mix of video, phone, and in-person meetings.
Many of the firms with a Farmington presence are national rollups or brokerage branches focused mainly on investments. Canyon is independent and operates as a virtual family office — coordinating investments, tax, estate, insurance, and business planning as one strategy, under a fiduciary standard and led by a CFP professional.
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.
Schedule a complimentary, no-obligation discovery call. We'll talk through your situation and show you what coordinated looks like.
Schedule a Discovery Call