The Wealth Coaches Co.
Who We Are:
At The Wealth Coaches Co., we believe that true wealth isn’t just measured in numbers—it’s measured in peace of mind, financial confidence, and a secure future for you and your loved ones.
Located in Bluffdale, Utah, we proudly serve individuals, families, and business owners across the state and beyond, helping them make smarter financial decisions through customized life insurance strategies, wealth protection plans, and retirement solutions.
What We Do
Your financial needs are unique. As a brokerage with access to 70+ financial partners, we create fully customized plans that align with your goals—using powerful tools like indexing and diversification to help you grow and protect your wealth with confidence.
Curate
“We create fully customized financial strategies for each client by leveraging over 70 financial partners.”
As a brokerage, we tailor every plan to fit your goals—no prepackaged solutions, just personalized guidance backed
by choice and experience.
Diversify
“We specialize in indexing and strategic diversification to build long-term financial security.”
Indexing is at the heart of our approach—offering growth and protection in one smart strategy, supported by
complementary investment vehicles.
Align
“We take the time to understand your unique needs, goals, and lifestyle—so your financial plan fits you, not
the other way around.”
Your financial life isn’t one-size-fits-all, and neither are our solutions. Every recommendation is aligned with where
you are and where you want to go.
Financial Guidance You Can Count On
At The Wealth Coaches Co., we take the time to understand your goals and create a plan that fits your life—not just your numbers. Because real wealth is personal.
Tailored Wealth Strategies. Real-Life Confidence
We specialize in financial solutions that are built around you—from retirement strategies and diversification to asset protection and beyond. Whatever your stage in life, we’re here to help you move forward with clarity and confidence.