it's time you start investing with confidence

We make it easy.

Join us for an event

Attend One of Our Free Workshops

We offer workshops with need-to-know information about retirement. Our goal is to explain how you can increase your income and lower the taxes you pay in retirement. Register for one of our events below to find out more!

Our calendar of events

september

No Events

october

No Events

november

No Events

Have questions? Contact us today to schedule an appointment using the appointment button below. Someone from our team will be reaching out to you shortly.

schedule an appointment with us

Enter your information below to inquire about scheduling an appointment with Lift Financial.

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.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Certain hyperlinks or referenced websites on the Site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Lift Wealth Management, LLC with respect to any linked site or its sponsor, unless expressly stated by Lift Wealth Management, LLC. Any such information, products or sites have not necessarily been reviewed by Lift Wealth Management, LLC and are provided or maintained by third parties over whom Lift Wealth Management, LLC exercise no control. Lift Wealth Management, LLC expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.

Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Lift Wealth Management, LLC is prohibited.

X
X

Terms and Conditions - Privacy Policy