Diversify Wealth Management

The firm emphasizes post-liquidity portfolio construction for clients who have experienced concentrated wealth events. The approach centers on managing single-stock risk through hedging and structured sales, deploying proceeds into globally diversified portfolios using direct indexing for tax efficiency, and layering in private market allocations where illiquidity premiums align with multi-generational time horizons. The philosophy reflects the practical reality that for many Utah-based founders, the primary investment challenge is not finding the next unicorn but preserving and deploying capital generated from the last one.

The practice focuses on families with complex balance sheets — technology founders post-exit, healthcare entrepreneurs, senior corporate executives with concentrated equity compensation, and multi-generational families managing inherited wealth. The common thread is a need for coordinated investment management, tax strategy, estate planning, and family governance that exceeds the scope of a typical brokerage relationship.

Diversify Wealth Management operates as a registered investment advisor (RIA), regulated by the U.S. Securities and Exchange Commission or applicable state securities regulator. As an RIA, the firm owes a fiduciary duty to its clients, meaning it is legally obligated to act in their best interests in all advisory matters.