Kaysville is one of Davis County’s most established and affluent communities — and one Canyon Strategic Wealth is growing toward. We are a fiduciary virtual family office for Kaysville 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 Kaysville families today from our office in Bountiful, a straightforward drive south on I-15 — and Kaysville is central to where the firm is headed. As Canyon grows, a Kaysville presence is part of the plan; for now, Kaysville clients are served from Bountiful and through our virtual family office model.
Kaysville is a sizeable, prosperous Davis County city, and like much of the corridor it is served mainly by brokerage offices, retirement-income shops, and bank and credit-union investment programs. There is no shortage of people willing to manage a portfolio. What is genuinely scarce is an independent, fiduciary firm that coordinates a household's entire financial life — investments, tax, estate, insurance, and business — as a single strategy.
Canyon's advisor, Jake Cazier, is a CERTIFIED FINANCIAL PLANNER™ professional, and the firm is held to a fiduciary standard. Client assets are custodied at Charles Schwab, an independent custodian.
Kaysville has many licensed advisors, and most households with real assets already work with one. They also have a CPA, often an attorney, and an insurance agent. The pieces are covered. What is missing is the connection between them.
When no one holds the whole picture, the portfolio is managed without regard to the tax return, the estate documents drift out of date, and the insurance goes unexamined for years. Every professional does their part; no one is accountable for the result. That gap quietly costs families money.
A virtual family office is built to close it. Canyon becomes the coordinating center — holding the full picture, bringing your other professionals together, and ensuring each decision reflects 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:
Today, Canyon serves Kaysville clients from our Bountiful office and through our virtual family office model, which is built so that location rarely affects the relationship — you can work with us by video, by phone, in person, or any combination. As the firm grows, a closer Kaysville presence is part of the plan.
If your financial life has more moving parts than your current advice accounts for, a discovery call costs nothing and carries no obligation.
Not yet. Canyon Strategic Wealth currently serves Kaysville clients from our office at 450 S 400 E in Bountiful, a short drive south on I-15, and through our virtual family office model. A Kaysville presence is part of the firm's growth plans. In the meantime, our virtual model is built so that the office location rarely affects how you work with us.
Yes. Canyon operates as a virtual family office by design — most clients work with us through a flexible mix of video, phone, and in-person meetings. Kaysville sits within the Davis County corridor we serve, and distance from the office does not change the depth of the relationship.
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.
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