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Invest with confidence.

We believe in focusing heavily on education while simultaneously helping our clients achieve their goals.

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invest with confidence

Learn About our Proven Approach

Our team of financial professionals have assisted numerous individuals on how to best prepare for their financial futures since 2000. Do you have apprehensive feelings towards finances, investing, and retirement?

We are proud to offer a diverse group of individuals with varied financial service experience. We are all highly professional and fully licensed advisors ready to prove ourselves to you!

attend a free educational seminar
Attend an Event

We regularly host seminars to ensure that all prospects learn as much about retirement as possible. These events cover a large array of financial and retirement planning topics; there is sure to be something new discovered at each one. Find out more information now.

Check out Lift Financial's blog!

We have a strong desire to educate everyone about finances, and because of that, we have created a landing page for some incredible content available to everyone! Here you will find articles published by our Partners, Reading Materials from some of the top financial companies in the United States, and much more!

it's time you start investing with confidence

Explore our Financial & Retirement Planning Services

Make your retirement planning more simple with our financial services. If you’re concerned about running out of money, inflation, taxes, or covering the cost of retirement, our services can take the guesswork out of your financial planning.

We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. Our agents only select investment vehicles from accredited financial institutions that are considered best-in-class for our clients’ specific needs.

We can coordinate financial planning, estate planning, investment management and risk management, all in-house. At Lift Financial, we have a full arsenal of strategic partnerships that we want our clients to take full advantage of.

You wouldn’t hire a doctor who didn’t have a medical degree, and you should expect your advisory team to be educated and properly credentialed as well. Your team will include an Investment Advisor Representative (IAR), a Certified Public Accountant (CPA), a Certified Financial Fiduciary® (CFF) and an estate planning attorney.

why lift financial?

How are we different?

Our team is composed of people with different kinds of finance experience, but we all have this in common–a commitment to ethics and integrity. We’re all fully licensed and credentialed fiduciaries. You can count on unbiased recommendations and impartial guidance.

ready to get started?

Contact us today to learn more about how our experience with finances can assist you!

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Lift Wealth Management, LLC is registered as an investment adviser in the State of Utah. Lift Wealth Management, LLC and individuals associated with it as investment adviser representatives (each a “Representative”) may transact business in a state other than Utah only if first registered by such state, or exempt from such registration requirement. Follow-up, individualized responses by Lift Wealth Management, LLC or a Representative to persons in a state using any contact method that involves the rendering of personalized investment advice for compensation will not be made absent compliance with such state’s registration requirements or a valid exemption. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. All investment strategies have the potential for profit or loss.
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