Welcome To Park City Wealth Management
We are Park City Wealth Management, a father/son financial services team located in Park City, UT. When it comes to our clients finances, we aim to provide confidence.
Newsletters
-
Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
-
A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.