Our Qualifications
We are Park City Wealth Management, a father/son financial advisory team located in Park City, UT. When it comes to our clients' money, we aim to provide confidence.
We are passionate about Park City and take advantage of everything this beautiful town has to offer. When we are not managing money, we can be found on the ski hill, the mtn bike trails, or in a local coffee shop.
Paul has been managing money for 30 years and continues to share his professional and personal passions with the town.
Cole is a recent U of U graduate who started his career at Goldman Sachs before making the transition onto the team.
Come ski/bike/hike/climb/camp with us!