ABOUT US

ABOUT US

ABOUT US

Teton Wealth Group in Murray, Utah, is a family-focused financial planning and wealth management firm. We focus on helping you define and implement the retirement income, tax-efficient and estate planning strategies that can guide you toward achieving the retirement and financial goals you’ve dreamed of.

Our mission is to make a meaningful difference in our clients’ lives by creating personal strategies for each individual and informing clients as fully as possible about retirement planning. Our investment advisors and financial professionals can help you address retirement income and distribution strategies, risk management, investing, wealth protection, and tax-efficient estate planning and conservation.

Teton Wealth Group in Murray, Utah, is a family-focused financial planning and wealth management firm. We focus on helping you define and implement the retirement income, tax-efficient and estate planning strategies that can guide you toward achieving the retirement and financial goals you’ve dreamed of.

Our mission is to make a meaningful difference in our clients’ lives by creating personal strategies for each individual and informing clients as fully as possible about retirement planning. Our investment advisors and financial professionals can help you address retirement income and distribution strategies, risk management, investing, wealth protection, and tax-efficient estate planning and conservation.

WE CAN ALSO ANSWER YOUR QUESTIONS, INCLUDING:

  • Am I ready to retire?
  • Are my investments diversified enough?
  • How can I protect my assets from market volatility during retirement?
  • What are the important pieces to a sound estate strategy?
  • Do I have enough life insurance for my family?

If you would like to find out more, contact us directly to schedule a complimentary “Plan Your Journey” financial review.

LET'S START YOUR JOURNEY!

WE CAN ALSO ANSWER YOUR QUESTIONS, INCLUDING:

  • Am I ready to retire?
  • Are my investments diversified enough?
  • How can I protect my assets from market volatility during retirement?
  • What are the important pieces to a sound estate strategy?
  • Do I have enough life insurance for my family?

If you would like to find out more, contact us directly to schedule a complimentary “Plan Your Journey” financial review.

LET'S START YOUR JOURNEY!

OUR TEAM

WE’RE HERE TO GUIDE YOU

Clayton Alexander

Founder, Registered Investment Advisor

 

Clayton Alexander has been working with clients on their ascent to retirement security for more than a decade. His love of being in the mountains and the peace of mind he finds there are akin to the fulfillment he gets from helping clients navigate through the steps to achieving the retirement lifestyle they want.

“Some of the people we meet didn’t know they could be done working until we show them from a savings and planning standpoint that they’re able to retire,” he says. “It takes a huge weight off their shoulders knowing they’ll be able to do all the things they’ve wanted to do.”

Clayton graduated from Dixie State University with a bachelor’s degree in business administration, and gained experience through Northwestern Mutual and Goldman Sachs. He is licensed for life and health insurance in the state of Utah and holds his Series 65 license. Ascending and scaling new heights drove Clayton to form Teton Wealth Group in 2019 with his current partners.

As an Investment Adviser Representative, Clayton focuses on building holistic retirement plans. With the launch of Teton Wealth, Clayton developed the four-step Ascent Plan – a system to help clients gain clarity and perspective on creating a financial plan for safe, secure and tax-efficient retirement income and estate transition.

Clayton and his wife, Alex, live in Park City, Utah, with their two daughters, Charly and Andi – with another, Tess, on the way. Away from the office, his family can often be found participating in a variety of outdoor activities, including skiing, soccer and boating.

Doug Ferrell

Investment Advisor Representative

 

Doug has a passion for helping people pursue their financial goals. He spent a significant part of his career channeling that passion into developing and growing successful business enterprises, including helping a local fulfillment company increase revenues from $1 million to $100 million annually. As a business consultant, Doug has helped a variety of companies reduce costs and streamline operations.

Doug switched gears in 2014, focusing his efforts on helping individuals work toward their personal financial goals. In his role as a financial representative, Doug helps clients build strategies to get them to and through retirement. His personal mission is to develop retirement income plans for clients’ specific needs and create strategies that allows them to retire with confidence. He specializes in retirement, income strategies and Social Security. Doug is a graduate of the University of New York, where he earned a Bachelor of Science degree. He holds life and health insurance licenses in the state of Utah and holds his Series 65 license.

Doug and his wife, Michelle, live in Bountiful, Utah, and they have five children and four grandchildren. While he enjoys personally participating in all kinds of sports and outdoor activities, Doug’s greatest joy is coaching his children and grandchildren in their various sports and helping them succeed on and off the court.

Diana Bianchi

Director of Operations

 

Diana Bianchi grew up in Sacramento, California and spent time working in agribusiness – experiences that instilled the strong work ethic and values of honesty and trustworthiness she brings each day to helping our clients achieve financial security, no matter their amount of assets.

She plays a key role in Teton Wealth’s proprietary service process which prides itself on up-front, value-added client service – even before you become a client. And once you do, Diana and the staff are with you throughout the client experience, from onboarding to monthly and annual reviews, so that you become a client for life.

Licensed for life and health insurance in the state of Utah, Diana is also trained in advanced education and knowledge about the Social Security program. She is currently working toward the Chartered Financial Consultant® credential.

Diana also leads Teton Wealth’s Empowering Women to Wealth initiative, dedicated to providing women with the opportunities and financial education to build wealth, manage their finances under changing life conditions, and prepare for retirement and transferring wealth to future generations.

Alisha Vaivaka

Client Relations Director

 

Alisha has been in the financial services industry since 2016 and is on the front lines of guiding you throughout our client experience, from booking appointments and scheduling, to assisting with the onboarding process and setting up monthly and annual reviews. Alisha’s client-service skills were honed from her previous background in the retail industry. She exceeds our clients’ expectations each day and works to develop each client experience into a personal and rewarding relationship. Outside of the office, Alisha enjoys spending time with her family.

William King

Financial Representative

 

William is a Resident Producer Individual and was inspired to work in the financial services industry after seeing the positive results his father received from his own financial advisor. He works with the Teton Wealth Group team to help provide clients with peace of mind when it comes to their financial future and retirement needs. He is most passionate about helping people, and strives to leave clients excited about the results of their financial future when navigating towards retirement. Outside of work, he enjoys spending time with his family, including his wife and eight children.

Braden Alexander

Client Service Specialist

 

Braden holds a Life and Health license and a notary license. In addition, his areas of expertise include sub-advising, client services and processing. He is responsible for handling all of the paperwork within the office and making sure clients feel comfortable and informed throughout each stage of Teton Wealth’s planning process. He is passionate about helping others, including both clients and coworkers, and feels that he can make a difference in people’s lives through this line of work. Braden is currently working towards his degree at Utah Valley University and enjoys rugby, backpacking and skiing. He has lived in Provo, Utah for two years and is getting married in August to his fiancé, Kaitlin.

Lauren Tarver

Client Service Specialist

 

Lauren has a B.S. in communication and her areas of expertise include communication, customer service and organization. Her responsibilities consist of receiving and handling client service requests, completing and processing account paperwork, opening new accounts, facilitating and assisting in the transferring of assets, and managing the client database and review system.

Her parents instilled in her the importance of being smart with her finances, which is one of the reasons why she pursued a career within this industry. Over the years, she has become very grateful for the life lessons her parents taught her, and has realized the significance of budgeting and preparing for the future. Lauren is very passionate about helping others live their best life, and is a strong believer in the fact that life is supposed to be enjoyed and not spent worrying about finances. She chose to join Teton Wealth Group because she believes in the services it provides to its clients and is very proud to be a part of this team.

Ben Brackett

Associate Advisor

 

Benjamin has been involved in the industry for three years and is truly passionate about helping others achieve their financial goals, especially cash flow planning for retirement. He graduated from Utah Valley University with a Bachelor’s degree in personal financial planning, and he currently holds a Series 7 and 66 license. He will be sitting for the Certified Financial PlannerTM (CFP) board in July, as well. When he’s not at the office, Benjamin enjoys spending time with his family playing card games, visiting St. George, and being outdoors playing any kind of sport. He currently resides in Pleasant Grove, Utah with his wife, Emily, and their 10 month old baby, Liam.

CONTACT

Teton Wealth Group wants to provide you with the financial information you need, answer your questions and help contribute to making a positive impact on your financial future.

764 E Winchester St #100
Murray, UT 84107

PHONE: 844-838-6600
(844-Teton-00)

FAX: 1 866 731-3794