Take the first step to see how you can be in control of your financial goals.
Jodi Vleck,
CFP®
Wealth Manager & Founder of Beta Wealth Group
Contact us at 435.708.1770
Our team of professionals has the experience, credentials and knowledge to solve for the complexities of your financial situation and put you on track toward your goals.
Adequate preparation requires meticulous planning with people who care, and our platform is based on a careful combination of cutting-edge technology, decades of experience, and an intimate understanding of your financial needs.
The result is worry-free, top-notch advice you can rely upon.
See how our services can empower you to have more time and financial freedom.
We believe there is an intricate, elegant science to the management and preservation of wealth.
You want to be able to handle their finances as efficiently as possible, and we’re here to facilitate that.
Managing your wealth is a science. Supporting your goals is our privilege
Fiduciary & Fee Only
Our pricing structure is one of the fairest in the industry. We also hold a a legal, ethical relationship of trust with all our clients.
Woman Owned & Led
We understand the unique challenges women face and empower them to understand their finances and plan for the future they want.
25 Years of Experience
Our combined team has decades of experience and have successfully weathered two major global market downturns during their professional careers.
98% Retention
Our clients stay for a lifetime because we provide exceptional planning and support. We invest in long term relationships to know our clients as individuals rather than a number.
We are Proud Members of the Park City Chamber of Commerce
We are excited to be here in Park City not only for the natural beauty and outdoor activities, but also for all of the wonderful lives we get to touch and families we can support.
Beta Wealth Group is awarded yearly by Forbes, Barron’s, Wealth Management.com, and others for our outstanding service. We offer both wealth management and financial planning services.
Here are a few fast facts about us…..
