At Park Cities Wealth Management, we want to know what’s truly important to you. To us, that’s the best way for us to work together to find solutions to your financial challenges—and life challenges. Your priorities shape our advice and the decisions we help you make about the needs you have today and your goals for tomorrow.
Focused on your family and your future
Throughout the years, we’ve worked with generations of our clients. Entire families have benefitted from the insight and understanding we bring to each relationship. In fact, they often tell us they feel more confident about the future knowing that we share their values—to earn their trust every day and to help protect what matters most—the financial well-being of loved ones. For us, there is no greater satisfaction.
The advice our clients need most today
To our team, comprehensive wealth management encompasses much more than investing. Our planning approach can help you find answers to your most important questions about your wealth and your goals—for every part of your life, at every stage of your life.
Are you prepared to live longer in retirement?
How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind.
Is it time to take your business to the next level?
To help you grow from founder to executive, from small to big, you need the right information, knowledge and advice. We have experience guiding many business owners and their families through transition events. We’ll introduce you to the right investment relationships as well as realistic solutions to address your goals throughout the business life cycle.
When will your legacy begin?
Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We facilitate meetings with you and your loved ones to develop a family vision for what you would like to accomplish and prepare the next generation for carrying on your legacy.
Will your family be okay when you’re gone?
We have the experience and the network to address your estate planning needs and concerns. From helping to clarify your thinking about inheritance and your heirs to choosing the right insurance coverage that can help you protect your family’s assets, replace income and create a lasting legacy, we’ll thoroughly review your current policies to determine if your coverage meets your long-term planning needs.
How can you make a difference?
We understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we’ll address your current charitable commitments and goals. The better we understand your philanthropic priorities the more effectively you can help you transform them into meaningful impact.
Ryan Long has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2019, 2020
- On Wall Street Top 40 Advisors Under 40, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Forbes America's Top Next Generation Wealth Advisors, 2017, 2018, 2019
- UBS Top 35 Under 35, 2013, 2014, 2015