Your Financial Advisor in Park City, Utah
Wealth Management for Park City Families, Retirees, and Professionals
BlackRidge Wealth Management proudly serves the Park City and Summit County community, offering customized financial planning for retirees, executives, second-home owners, and families building long-term wealth. Although our office is in South Jordan, we regularly work with clients in Old Town, Deer Valley, Kimball Junction, Jeremy Ranch, Promontory, Silver Springs, and neighboring mountain communities.
Through virtual or in-person planning sessions, we deliver CFP®-guided advice tailored to the unique financial landscape of Park City — from equity compensation and multi-home ownership to early retirement goals and multi-state tax considerations.
Comprehensive Financial Planning for Park City Households
Many Park City clients aim for early or flexible retirement, seasonal living, or travel-focused lifestyles. We help you plan long-term income, withdrawal strategies, tax implications, and investment risk based on your vision.
Park City investors often manage multiple accounts, real estate holdings, concentrated stock positions, or legacy assets. We build customized strategies designed for long-term growth and risk alignment.
For families with significant assets or multi-state ties, we coordinate your financial plan with estate attorneys and CPAs to align your investment strategy with legacy goals.
Whether you want structured income for travel, seasonal living, or supporting a second home, we help design a tax-aware withdrawal plan built to support your preferred lifestyle.
Who We Serve in Park City
Park City is unique. We frequently serve:
- Executives and professionals with stock compensation, bonuses, or multiple income sources
- Retirees and near-retirees planning income for lifestyle and travel
- Second-home owners balancing real estate and investment assets
- Public employees
commuting to Salt Lake or Summit County roles
- Families planning long-term wealth strategies
- Retirees with complex tax or estate needs
Why Park City Clients Choose BlackRidge Wealth
CFP®-Led Fiduciary Planning
You receive advice aligned with your best interests, supported by a structured, repeatable planning process (“Beyond the Summit”) that adapts as your life evolves.
Understanding Park City–Level Complexity
Real estate portfolios, second homes, concentrated stock, multi-state taxes, early retirement goals — we handle complexities that basic financial advice often overlooks.
Boutique Attention Without UHNW Minimums
Park City has many ultra-high-net-worth firms. BlackRidge offers disciplined planning with a more accessible, relationship-driven model.
Local Insight, Utah Roots
We understand the unique financial behaviors of Park City residents — from the tax dynamics of part-time residency to wealth considerations tied to Summit County’s housing market and lifestyle.
Schedule a Consultation with a Park City Financial Advisor
We meet Park City clients virtually or at our South Jordan office, depending on preference. Whether you’re preparing for retirement, managing a growing portfolio, or coordinating multi-state planning needs, we’re here to help.
Who is a good financial advisor in Park City?
Someone who understands real estate-heavy portfolios, stock compensation, and multi-home financial planning. BlackRidge provides specialized guidance tailored to Summit County households.
Do you work with second-home owners?
Yes — we help coordinate tax, estate, and investment planning for multiple properties.
Can you help with retirement income if I plan to travel or live seasonally?
Absolutely. We design income strategies that reflect lifestyle patterns common among Park City retirees.
Do you offer investment management?
Yes — we manage portfolios, monitor risk, and help diversify concentrated positions.
Can you coordinate with my CPA or attorney?
Yes. We collaborate with your legal and tax professionals to align your entire financial strategy.
