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Capability

estate & legacy planning

Suppliers
2
States & provinces
2
Countries
1

2 estate & legacy planning suppliers across 2 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

CAPITAL WEALTH, LLC

LEHI, UT

Capital Wealth, LLC is a fee-based fiduciary retirement planning practice based in Lehi, Utah, founded in 2009 by Mike Stevens. The firm writes Retirement Money Maps™ that coordinate pensions, 401(k)s, IRAs, and Social Security into a single written plan, with over 2,000 plans written since 2009. It serves Utah families and clients nationwide.

3 Bucket investment strategyaccount consolidationinvestment managementretirement planningRoth conversionsSDBA managementSocial Security optimizationTax planningTSP management

Compiled from public sources

FORTIS CAPITAL ADVISORS, LLC

PRAIRIE VLG, KS

Fortis Capital is a boutique wealth management firm that unites every dimension of a client's financial life through a single comprehensive wealth platform. It serves individuals, families, and business owners, combining experience across planning, investment, protection, and tax strategy. The firm emphasizes clarity, confidence, and commitment, and supports a network of independent partner practices.

cash flow & distribution planninginsurance & protection planninginvestment advisoryretirement planningtax strategywealth management

Compiled from public sources

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