Financial and Estate Planning Should Work Together.
The Right Advisor Can do Both.
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YOU CAN BUILD YOUR own ASSET MAP IN AS LITTLE AS 10 MINUTES, and it’s free!
Wealth Management Services
Retirement Planning
Fiduciary Investment Management
Income Planning
Tax Planning
All wealth management services are fiduciary Services.
Estate Planning Services
Revocable and Irrevocable Trusts
Estate Administration
Wills & Probate Services
Tax Reduction Planning
Estate planning services are low flat-fee, no hourly billing.
Hi, I’m Brent.
I build and maintain personalized financial and estate plans. These plans address the complex areas of taxes, income, and the ultimate distribution of your assets, including the complex area of large retirement plans. Through Drive Wealth Management LLC, I also provide up-to-date active investment strategies that seek stability and growth in uncertain markets. I am an Attorney and Accredited Investment Fiduciary who will always act in your best interests.
Working with me is a good idea if
You’d like a simple, comprehensive financial plan with fiduciary oversight.
You’d like regular review of your estate planning documents as your financial conditions evolve;
You’d like to save money by bundling estate and financial planning, which are essentially the same thing;
You’d enjoy the convenience of getting your estate and financial work done at the same time in the same place;
You’d like to ensure that all the pieces of your estate plan and financial plan are working together;
You want to avoid the hassle and expense of having to visit multiple offices and pay muliple fees to accomplish simple tasks;
You think a relationship with an Attorney and Financial Advisor with nearly 25 years of focused experience in each of these areas would be good for your family.
Areas of Practice
Trusts & Estates
A thoughtful and well-drafted trust can help your family avoid conflict, taxes and burdensome legal fees. I can help you distill your goals and desires, and then craft the right documentation that will make it all legally enforceable.
alternative & private investments
We have access to many private and alternative investments that can provide reliable income and growth, and that are generally only available to high net worth individuals and families. Paired with the right stock and bond portfolio, these alternatives create powerful synergies.
Large Retirement Savings Plans
IRA and other retirement savings plans are subject to complex and ever-changing laws. I have specialized education and over two decades of experience working with these assets. I can help you protect them, use them, and leave them to your children with the lowest tax possible.
tax strategy & planning
Successful tax planning requires looking forward, not backward. Together with your CPA, I can help you make and execute plans to reduce you and your family’s current and future tax liability.
Retirement Income planning
A successful retirement is all about income. Social Security, IRA/401K/Annuities, business assets, and other large investment / savings assets all come with different tax consequences and rules. I can help you navigate these complex matters.
Financial planning & insurance services
Effective planning is a combination of protection, investments and tax management. I can help you combine all of these areas into a comprehensive plan that protects your family for generations. Building wealth is hard - no one should have to do it twice.
My Promise
I am an Accredited Investment Fiduciary (AIF) and Attorney in good standing with the Utah State Bar. I will only act in your best interest and do not receive commissions for the placement of investments.