Divergent Wealth

Our industry has traditionally been stuffy, stodgy, and archaic. It's riddled with advisers who struggle to provide tangible transparent value. Divergent Wealth was created to change all that, to set a new standard for financial planning, and to re-define the client/adviser experience. 

We Offer the Following Services:

  • Retirement Planning
  • Estate Planning
  • Goal Planning
  • Social Security Strategy
  • Investment Planning
  • Tax Planning
  • Income Planning
  • Insurance Planning
  • Cash Management
  • Liability Planning

We Believe in Adding Tangible Value

Advisers should be obligated to bring tangible value to the table. The value received from your adviser should always outweigh the price that was paid to obtain it. So what is that value? If it cannot be simply articulated and quickly demonstrated, it probably doesn't exist. We believe in changing the way people engage with advisers and want to make that change by creating a super team of fiduciary advisers. 

Financially successful families surround themselves with 3 specialized, credentialed, and competent professionals.

  • A CFP® Professional
  • An Estate Planning Attorney
  • A Certified Tax Adviser

Divergent Wealth believes that using these overlapping specialists creates a collaborative team to manage not only your financial plan, but your estate, tax, and investment plans as well.

We Believe in Simplifying Complicated Things

We don't hire an adviser unless they have the heart of a teacher. We consider our role as educators equal to that of advisers. Finding a partner who simplifies complex topics so you can make the best decision for you family is invaluable.  

We Provide Tangible Value

  • On-going, interactive, and custom Financial Planning sessions with a CFP® professional in office or virtually to fit your needs
  • A Family CFO that reports to you, the Family CEO
  • A meticulous and detailed Relationship Manager
  • Introduction to an estate planning attorney who will carefully draft/review your wills, trusts, POA's, and medical directives and will sit in as needed in planning/review meetings
  • A firm that collaborates directly with your CPA and will send all your tax info directly to them at tax time
  • A common-sense investment strategy that's straight-forward, easy to articulate, and seeks to take advantage of market volatility
  • Online access to a portal to easily view investment performance
  • A digital archive of life's most important information - for end of life planning
  • A firm that specializes in simplifying complicated things

We Will Maintain Our Passion for Excellence

We will continue to push ourselves to increase our expertise and exceed your expectations. Our team is made up of experts in each of the wealth management disciplines and we have extensive experience serving a sophisticated clientele. Our senior planners all have specific financial degrees and maintain multiple designations. (e.g., CFP®, CRPS®, CRPC®, etc.)

We are Your Fiduciary and Family "Chief Financial Officer"

A fiduciary is someone legally bound to act in your best interest. It's a commitment to transparency and reducing conflicts of interest. It should be a bare minimum for any financial partner, but very few take the steps necessary to cement the commitment by operating as an RIA (Registered Investment Advisor) and a "Chief Financial Officer" for your family. 

Our Attention to Detail Will Always be on Point

You've heard the adage, "Don't sweat the small stuff"... well in personal finance, that's just not an option. When you join the Divergent Wealth family, you hire us to sweat the small the stuff, so you don't have to. We'll focus on your future, so you can focus in the present.

No Strings Attached

We are confident enough in our process and approach that we've structured our compensation to allow you the opportunity to leave with no strings attached. Our fees are pro-rated by the day, meaning if you decided to leave, any unearned advisory fees will be rebated. 

Our Advice will Always be Straightforward & Forthright

There is nothing more frustrating than working with someone who makes life more complicated. We specialize in simplifying complicated things and doing it an honest and forthright manner. You can rest assured that we have tried to eliminate or disclose all conflicts of interest.

We will Always have the Heart of a Teacher

You'll often hear us talk about our commitment to help every client know a little bit more than they did before they came in. As you grow in your financial literacy, your financial life will likely become less complicated and more successful. 

We won't Accept Gifts Meant to Skew Objectivity

Advisers can be lured by lavish gifts that ingratiate them to a quid-pro-quo relationship with other service providers. As fiduciaries, we promise never to enter into any such a relationship and commit to you that our advice will always be in your best interest.

We will be Meticulously Transparent

If you have nothing to hide, transparency is a natural result. There is no reason in this day and age that transparency should not be expected. However, our industry has been slow to adapt from its archaic and stodgy approach. We're not OK with that and commit to be meticulously transparent. 

We are Committed to Your Success

Our role is to work with you to design a blueprint that reflects what is important to you and where you would like to be in the future. We then act as an ongoing catalyst both to implement the necessary steps and to respond to the inevitable changes that will occur over time.

We are Committed to Your Needs

We will continue to focus on the issues affecting wealth individuals and families and take on a limited number of clients to ensure that you will receive an extraordinary service experience.

We love what we do and we're good at it. It's very rare when someone takes the time to learn about our approach, that they do not become a client. We are so confident in our planning approach, we'll create a custom plan for you during the interview process, so you can "try before you buy," no strings attached. Our planning process is a uniquely interactive experience between you and your planner. A financial planning relationship that can span generations to benefit your extended family.

  • (385) 237-4000
  • 910 W Legacy Center Way Ste 130
    Midvale, UT 84047