Kerberos Wealth Services Group

Utah Wealth Strategies, a Murray, UT-based financial services firm, specializes in comprehensive investment and wealth management solutions for high-net-worth and ultra-high-net-worth clients. As trusted financial planners and advisors, we provide personalized guidance in portfolio management, retirement strategies, estate planning, and charitable giving. Our team crafts customized financial roadmaps tailored to individual needs and goals, ensuring wealth protection, growth, and efficient transfer to future generations. Whether planning for retirement, maximizing investment returns, or seeking estate strategies, Utah Wealth Strategies is your trusted partner in achieving financial success and security.

Inventa Wealth Advisors is a trusted finance and financial advising firm serving Sandy, Utah, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, they offer comprehensive investment services tailored to each client's unique needs and objectives. Their expert team specializes in retirement planning services, ensuring clients can enjoy a secure and comfortable future. Inventa Wealth Advisors provides strategic estate planning strategies and wealth preservation strategies designed to protect and grow assets across generations. They excel in tax planning services that help minimize liabilities while maximizing financial efficiency.

We believe too many people are stuck in financial strategies or products that don't get them to where they want to be, are counterproductive or are an obstacle to their success. We became financial advisors to help people avoid these setbacks, pitfalls and traps that do not get people to their financial goals and help clients who want to “win with money”. We believe that financial planning should be about the clients’ goals and more importantly, the clients’ values driving their goals. We feel "winning with money" is about empowering the client to take charge of their money and pursue the goals that are most important to them.