Guardian of coin, your captain of financial freedom. We specialize in Roth conversion and wealth protection. We learn how the top 1% secure a legacy... Hint: it's rooted in statistics and technology, not "rule of thumb" or just another broker's opinion.

Truth is, you don't need to be a dirty one-percenter to adopt the same approach. The main question is do you have a comprehensive plan that's based on math and science? 

We employ the best available financial planning technology to create lifetime cash flow freedom for our clients. Freedom that must be protected (to the greatest extent possible) from the IRS.

Our fiduciary firm is made up of a skilled team with over 50 years of combined experience:

• Mitch Monson | Founder & Chief Executive Officer | BS Finance University of Utah, CTP, IAR
• Rick Mosley | Lead Advisor | MBA & Master of Finance Northeastern University, BS Business University of Phoenix 
• Phil Johnson | Executive Administrative Assistant | BS Business Management and Psychology Southern Utah University
• Charlie Gipple | Independent Wealth Architect | BA Accounting & Finance University of Northern Iowa, CFP, CLU, ChFC

We're dedicated to helping clients mitigate risk and expand wealth. Work hard, play hard, live long and prosper - WealthPro in your corner!