These are dynamic times. You face opportunities and challenges at each stage of life: starting a family, buying a dream home, transitioning a business, entering retirement and preserving all you have built for future generations. That is why confidence, transparency and an authentic relationship with your Financial Advisor are essential.
Our entire team is committed to learning about you, your family and your values. By actively listening, we gain a clear understanding of the motivations and passions that drive each generation. We then work with you to build a financial strategy that helps put you—and keep you—on track to meeting your goals.
Our commitment to you:
- A focus on accountability, always putting your interests first
- Investment and wealth planning advice that is informed by the global resources of UBS and inspired by a deep commitment to our clients and community
- A high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy
“We believe that successful investing is as much about what you don’t own as what you do own.”
— Glen Mintz
255 Heber Avenue
Park City, UT 84060
PO Box 2879
Park City, UT 84060
Mogul Financial Group members have been recognized as industry leaders
- Barron’s Top 1,200 Advisors, 2019 – 2014
- Barron’s Top 1,000 Financial Advisors, 2013
- Financial Times 400 Top Financial Advisors, 2016, 2015
- Barron’s Top 1,200 Advisors, 2019, 2018, 2015
- Barron’s Top 1,000 Financial Advisors, 2011, 2010
- On Wall Street – Top 40 Advisors Under 40, 2006
- Forbes Best-in-State Wealth Advisor, Utah, 2019
When you look to the future, you should like what you see.
Our comprehensive approach to wealth planning can help you see the connections between all aspects of your financial world, including investments, your business, banking, lending, insurance, trust and estate, and philanthropy.
- Financial planning
- Credit and lending strategies
- Cash management
- Insurance solutions
- College funding options
Customized strategies that put your best interests first.
As your active, discretionary investment manager or by working with select money managers on UBS’s open platform, we build highly customized portfolios. We dedicate tremendous resources toward due diligence and the ongoing monitoring of your portfolio, so we track your investments against your personal benchmark.
- Customized solutions
- Disciplined asset allocation
- Risk management
- Concentrated stock management
- Ongoing reviews and rebalancing
Estate and legacy planning
An integrated plan for each generation of your family.
We have the experience and the network to help preserve your assets, reduce estate tax exposure and transition wealth to future generations. We’ll work with you and family members to address tax-efficient investment strategies, your current charitable goals and contributions, and access to local organizations.
- Estate tax minimization strategies
- Family wealth transfer
- Charitable giving
- Trust and philanthropic solutions
- Private foundation services
Get ready for what
Approaching or entering retirement, you may fear the possibility of outliving your savings. We can help ease your concerns by providing custom strategies driven by your vision of a long, healthy and independent retirement.
- 401(k) rollovers
- Retirement plan optimization
- Cash flow projections
- Retirement income planning
- Long-term care
When is the right time to transition your business?
The decision to exit your business is rarely simple, but the process can be less complicated with advice and expertise on the issues you’ll face. Whether you are looking to exit your business now, or simply gauge your readiness, our team offers a methodical planning process to assess your situation, uncover unforeseen challenges and provide insight that helps empower educated financial decisions.
- Business growth advisory
- Business valuation
- Exit planning strategies
- Business succession planning
- Pre- and post-liquidity wealth management
The strength of UBS
The stability of one of the world‘s largest wealth managers.
In today’s unpredictable economy, you can count on the global presence of UBS, one of the world’s leading wealth managers. The firm boasts a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.
- UBS Investment Bank
- UBS Private Bank
- Advanced Planning Group
- Portfolio Advisory Group
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
A dedicated process. A personal touch.
Thoughtful and accountable, we understand each client has unique and diverse needs. We stay on top of the latest and most prudent financial thinking and share that expertise through regular financial plan reviews, performance monitoring and in-person meetings. At each step of the way, you can count on our team’s high-touch service.