Guardian of coin, your captain of financial freedom
We specialize in Roth conversion and wealth protection. We learn how the top 1% secure a legacy… Hint: it’s rooted in statistics and technology, not just another broker’s opinion.
Truth is, you don’t need to be a dirty one-percenter to adopt the same approach. The main question is do you have a comprehensive plan that’s based on math and science?
We employ the best available financial planning technology to create lifetime cash flow freedom for our clients. Freedom that must be protected (to the greatest extent possible) from the IRS.
Our fiduciary firm is made up of a skilled team with over 50 years of combined experience
Mitch Monson
Founder & Chief Executive Officer
BS Finance University of Utah, CTP, IAR
Rick Mosley
Lead Advisor
MBA & Master of Finance Northeastern University, BS Business University of Phoenix
Phil Johnson
Executive Administrative Assistant
BS Business Management and Psychology Southern Utah University
Charlie Gipple
Independent Wealth Architect
BA Accounting & Finance University of Northern Iowa, CFP, CLU, ChFC
We’re dedicated to helping clients mitigate risk and expand wealth. Work hard, play hard, live long and prosper – WealthPro in your corner!
Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant decline when they put their kids through school, when they retire, or because of something unexpected. Your comprehensive financial plan will give you a clear path to optimize your investments, insurance and debt.