Broker Check

Your Team

Craig Martucci

Craig Martucci, AIF

Managing Partner

Todd Adams

Todd N Adams

Managing Partner

Tyler  Bolyard

Tyler Bolyard

Managing Partner

Donovan Martucci

Donovan Martucci, AIF

Wealth Strategy Associate

Alec Perschon

Alec Perschon, AIF

Wealth Strategy Associate

Amy Babbel

Amy Babbel

Senior Operations Manager

Jenica Daniels

Jenica Daniels

Client Relationship Manager

Benefits of Independence

Our independence empowers us to focus solely on what's in your best interest, free from any pressure to meet sales targets, push particular products or use certain service providers. Our approach is all about you and your financial well-being, helping ensure that our recommendations are solely driven by what will benefit you the most.

Honored to Serve Our Community

Honored to Serve Our Community

We are truly honored to call Salt Lake City, Utah our home. both in our personal lives and professional endeavors. At the core of our values is a deep commitment to actively support a variety of organizations and causes that bring about meaningful and positive change. By coming together, our collective aim is to create a remarkable impact that extends beyond the boundaries of our vibrant city. Collaboratively, we are resolute in our pursuit of instigating positive change and constructing a future that shines brilliantly for all, one person at a time. 

Attorneys, Accountants, and other Professionals

We operate in many ways as a financial concierge for our clients, providing a single point of contact for any and all financial inquiries. If we ever encounter a question that falls outside our expertise or requires input from other specialists, we take the utmost care in coordinating and collaborating with professionals such as accountants, attorneys, insurance agents, bankers, and more to ensure comprehensive and accurate solutions.

If this resonates as a team you'd like to collaborate with, explore our pledge to consistently prioritize your best interests.

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