Sapphire Wealth Management

Parkshore Wealth Management is a premier financial advisory firm based in Lehi, UT, dedicated to helping individuals, families, and organizations grow, preserve, and protect their assets. With a focus on serving some of the world's most successful people and entities, they offer a range of services including investment management, wealth transfer strategies, pre-transaction planning, cash flow optimization, business succession planning, and concentrated stock planning. At Sapphire Wealth Management, their mission is to provide their clients with the freedom to enjoy life, spend quality time with loved ones, serve their communities, play, grow their businesses, travel, and deepen meaningful relationships. With a commitment to attention to detail, consistency, and excellence, they strive to earn and maintain the trust of their clients through their daily actions. Parkshore Wealth Management is affiliated with Wells Fargo Advisors Financial Network, LLC, and offers investment and insurance products through Wells Fargo Clearing Services, LLC.Generated from the website

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Amicus Settlement Planners is a team of attorneys, CPAs, and financial advisors who understand the legal and financial issues that arise at the time of settlement. We know that every situation is different, and we assist settling plaintiffs and attorneys in making the most of their legal settlements. We specialize in settlement tax planning, structured settlements, special needs planning, attorney fee deferrals, investment management, Medicare Secondary Payer compliance, trust-based planning, qualified settlement funds, and government benefits planning.