Park City Wealth Advisors

09/08/2026

Curiosity is one of the most powerful tools we have for growth—both personally and professionally.

As Morgan Lemaitre, CFP®, Founder of Park City Wealth Advisors, reminds us, the moment we believe we have all the answers is often the moment we stop learning.

In finance, business, and life, the landscape is constantly changing. Staying curious means continuing to ask questions, challenging assumptions, listening to new perspectives, and being willing to adapt—even when we’ve spent years becoming an expert in our field.

Great leadership isn’t about knowing everything. It’s about never losing the willingness to learn.

At Park City Wealth Advisors, that curiosity is part of creating thoughtful financial strategies built around each client’s unique goals, values, and vision for the future.

Stay curious. Keep learning. Never stop growing.

Learn more about our service, visit ParkCityWealthAdvisors.com

09/08/2026

TechBillion - Morgan Lemaitre

The number isn’t the point. What your wealth makes possible is.

In her latest article featured on TechBullion, Morgan Lemaitre, CFP® explores why meaningful financial planning should begin with your life, your values, and your priorities—then build the numbers around them.

READ THE FULL ARTICLE:
The Number Is Not the Point — TechBullion
https://techbullion.com/the-number-is-not-the-point/

09/08/2026

These are the kind of people we love to work with.

We have the gift of acting for ourselves, lets use it to choose what we do with our lives. Smart financial planning is what turns that freedom into something real.

09/07/2026

Join us for an upcoming event on September 21st at 9:30AM MST! At "Sensing and Stopping a Scam”, you’ll learn key principles to protect yourself against scams and other fraud strategies.

We make purchases every day, whether online, over the phone, with a card or via mobile payment services. In today’s society, it’s important to stay informed of common scams!

RSVP on our website here: https://parkcitywealthadvisors.com/events-park-city-wealth-advisors/

Or on Zoom: https://us06web.zoom.us/webinar/register/WN_haQGQXCXSpOm9Z96O4ejWw #/registration

09/07/2026

Every business owner knows the hours that don't show up on an invoice. The early mornings, the decisions made alone, the risk carried quietly.

Labor Day honors work. But what is all of that work actually building toward? Some have an answer. Others assume there's time to figure it out later.

09/06/2026

Financial Literacy for Women: Taking Control of Your Family’s Finances | Morgan Lemaitre
What would happen if your family’s financial situation changed tomorrow?

Morgan explains that even in financially successful households, one partner may have most of the knowledge about the family’s money. That can leave the other partner unprepared when an unexpected life event—such as divorce, death, or a sudden loss of income—changes everything.

Morgan describes proactive financial planning as “fire prevention”—getting organized, understanding what you have and where it is, and establishing a plan before an unexpected event occurs.

Learn more about Morgan Lemaitre and Park City Wealth Advisors at ParkCityWealthAdvisors.com.

09/03/2026

Morgan Lemaitre, CFP® joined FOX 13’s The Place to talk about why women need a seat at the table when it comes to their family’s finances.

Even in successful households, one partner often holds most of the financial knowledge. That leaves the other exposed when life throws a curveball—divorce, death, job loss.

Our take: proactive planning is fire prevention. Get organized. Know what you have. Have a plan before you need one.

You don’t have to manage every decision. But you should never be in the dark about your own financial life.

Step into it.

ParkCityWealthAdvisors.com

09/02/2026

Your wealth should do more than grow—it should help you build the life and legacy that matter most to you.

At Park City Wealth Advisors, we believe financial planning begins with understanding your values, your goals, and what you want your wealth to make possible. From personalized financial planning and investment management to tax-efficient strategies, estate planning, and family office services, our approach is designed around the bigger picture.

Because the goal isn’t simply to accumulate more. It’s to create clarity, confidence, opportunity, and a lasting legacy.

Your wealth. Your values. Our focus.

📞 Call or Text: (435) 500-5979
🌐 ParkCityWealthAdvisors.com
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09/01/2026

Featured on Medium.com: “The Number Is Not the Point” by Morgan Lemaitre, CFP®.

Financial planning is about more than reaching a magic number. It’s about understanding what you want your money to make possible—for yourself, your family, your community, and the legacy you hope to leave behind.

In her latest article, Morgan explores a values-first approach to wealth management:

• Start with the life you want—not the balance sheet.
• Identify the trade-offs that matter most.
• Let your priorities determine the financial target.
• Build an investment strategy around the plan—not the other way around.
• Revisit your plan when life changes, not only when markets do.

As Morgan puts it, “The number still matters. We’ll get it right. But it’s the answer, not the question.”

For women especially, financial confidence can mean something much bigger than accumulating wealth. It can mean independence, choices, security for your children, the ability to support causes you care about, and the freedom to define what “enough” means for you.

READ THE FULL ARTICLE on Medium:
https://medium.com//the-number-is-not-the-point-cab69c2fcc5e?sharedUserId=careshmehdean

09/01/2026

"In this world, nothing is certain except death and taxes." -Benjamin Franklin

So what can we do about it? Tune in this Thursday for our event!

Advanced Estate Planning: What Does Your Estate Tax Actually Look Like | Virtual, Thursday, September 3

Register below:
https://parkcitywealthadvisors.com/events-september-3rd-2026/

An honest conversation for entrepreneurs contemplating—or preparing for—life after an exit.