Why FirstPurpose – FirstPurpose Wealth

We put clients first

We strive to make the right recommendations for the right reasons. We aren’t beholden to any investment products.

We help our clients come to understand what enough means for them so they can live a more abundant life.

Clarifying your values is an inspirational process. You may find rewarding ways to give as you learn new forms of philanthropy.

Reaching financial goals is important, but so is enjoying the process. Our people are real and relatable, so you can relax and be yourself.

And we partner well with other firms. It would be our pleasure to work with any pre-existing relationships you want to maintain.

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Wealth Manager Magazine (two awards for top wealth manager in Utah County for 2008 and 2009)
Financial Advisor Magazine (recognition from 2008-2014)
In 2011 ranked nationally #391 out of 11,500 firms as a top registered investment advisor
In 2011 ranked #350 from Advisor One’s Top Wealth Managers.
In 2013 ranked in the top 50 fastest growing RIA’s in the country

At FirstPurpose Wealth, we think it is important to get involved in our local communities.

PFP Program Highlights