Wealth Management in Salt Lake City, Built for Your Retirement
A Local Team for a Tax-Smart Retirement
Guidance that fits the Wasatch Front. Our
fee-only approach brings
tax-efficient retirement planning together with coordinated CPA support so investments, withdrawals, Social Security, Medicare, and estate decisions work as one plan. From The Avenues and Sugar House to Holladay, Cottonwood Heights, Sandy, and Park City, Haynie Wealth Management helps you map a path that reflects how you live and what you value.
Tax-Efficient Retirement Services for Utah Retirees
Retirement Planning, Investment Management, Social Security, Medicare, and Estate Coordination
We design after-tax income strategies, manage portfolios with an eye on after-tax returns, and coordinate benefit timing and healthcare choices. Estate planning for retirees includes beneficiary alignment and charitable options that fit your goals.
Where We Meet and How We Work
In-person meetings are available near downtown Salt Lake City and the University of Utah, with convenient parking for clients coming from the west side and east bench alike. Prefer online? Many families choose virtual reviews during ski season or when traveling the I-80/I-15 corridors, and we’ll coordinate securely with your CPA and attorney.
A Fiduciary, Fee-Only RIA with CPA Integration
Clarity on costs and alignment with your interests matter. We use AUM-only fees, no commissions, and collaborate with tax professionals so Roth conversions, RMD sequencing, and withdrawal order are evaluated in context—not in isolation.
For Retiring Business Owners Along the Wasatch Front
If your next step follows a business transition in Salt Lake City, Draper, or Park City, we’ll help you move from concentrated positions to a
diversified, tax-aware portfolio. That includes basis and lot strategy, staged diversification, and liquidity planning for estimated taxes.
FAQ
Where do you meet clients around Salt Lake City?
We offer meetings near downtown and accommodate clients from The Avenues, Sugar House, Holladay, Cottonwood Heights, Sandy, and Park City. Virtual reviews are always available.
Do you coordinate with local CPAs and attorneys?
Yes. We collaborate with Haynie & Company or your preferred professionals so tax planning and documents align with your retirement plan.
How long does onboarding take?
A typical process includes discovery, recommendations, implementation, and a follow-up review—often completed over two to four weeks, depending on account transfers.
Can you help after I sell a business or property?
Yes. We address capital gains, diversification, cash needs for taxes, and an income plan tailored to your goals.
What if I travel frequently for work or skiing?
We schedule virtual reviews, provide secure document sharing, and time check-ins around seasonal travel.