Roberts Wealth Advisors integrates wealth and asset management for high net-worth individuals and families. Decades of industry experience has reinforced the value of relationships. The designed coordination of clients, colleagues and industry partners allows us to achieve our main objective, which is and always will be, to deliver maximum value to the client.
Your Future,
Our Passion.
Our Services
WEALTH
MANAGEMENT
We integrate tax return analysis, estate plan review, family and philanthropic objectives into short and long term financial goals to drive value.
Like life, no plan is static, proactive communication leads to iterations that reflect the dynamic needs of each client.
ASSET
MANAGEMENT
Like many disciplines of the financial services industry, asset management continues to evolve. No longer does it entail closely held information that is difficult to obtain. Information is prevalent and abundant. Our experience assimilating that information is critical to success. At the core, RWA strives to perform and it starts with the portfolios we manage. We blend market and security analysis that manifests itself in intelligent portfolio design.
LEVERAGING
TECHNOLOGY
RWA can identify and implement opportunities by leveraging technology that did not exist a decade ago. We have embraced tools that allow us to service clients remotely or in-person, resulting in a deeper, more meaningful relationship.
Our Process
Each client relationship is unique and deserves the attention of the Roberts Wealth Advisors team to customize the offering and information to best meet the needs of the client.
Wealth Analysis
A wealth analysis process begins by gaining a deep understanding of the client’s financial profile. Through personal meetings we analyze income, expenses, assets and liabilities to identify opportunities to work toward a more efficient financial outcome.
Portfolio Management
A client’s individual risk and return profile results in the implementation of our portfolio management process. Prevailing market conditions are integrated into intelligent portfolio design, and each investment is considered in the context of the client’s needs.
Tailored Execution
The opportunity to provide value is unique for each client. It can derive from the interpretation of new tax laws, efficient planning for the next generation, or achieving customized objectives, like education and philanthropy.
Ongoing Deliverables
In addition to the services listed above, we are committed to meeting with you twice a year to review your custom plan. Each quarter, we’ll provide you with market commentary and archived reports via the Client Portal. Through all of this, we are here for you. If it is critical to you, it is critical to us. Our team can adapt to the timing of your needs and schedule.
Our Team
Suzanne joins our team with over fifteen years of tax and accounting experience. She earned a BS and MS in Accounting with a focus on taxation from the University of Utah. Her work in both public practice and the private sector has given her a unique perspective to add value and problem solve from all sides. Based in Park City, Utah, she enjoys everything it has to offer, from skiing to mountain biking.
Twenty-six years of working with clients has prepared Brian to pursue his dream of building a world class team. Brian earned both a BS and an MBA from Santa Clara University, and has since taught courses in investment ethics and equity analysis for the St. Mary's College of Masters of Science in Financial Analysis and Investment Management program. He is a chartered Financial Analyst and a member of the CFA Institute. Brian was a partner at Nelson Capital Management and founder at Nelson Roberts before starting Roberts Wealth Advisors. He and his wife are the proud parents of three children.
After graduating Magna Cum Laude from University of San Francisco with a Bachelor's of Business Administration in Entrepreneurship and Innovation, Sarah brings nearly a decade of financial services experience to our team. Sarah's favorite activities include water sports, traveling, and baking. She has a passion for the outdoors, animals, and helping others. Outside of work you can find her spending time with her husband and their two dogs, Osito and Kai.
Ryan joins our team with nearly a decade of experience in the industry. After graduating from the University of Washington in 2013, he worked as both an analyst for a hedge fund and a portfolio manager for a large firm in Seattle serving dozens of financial advisors. He is a Chartered Financial Analyst (CFA) and a certified Financial Risk Manager (FRM). Ryan currently lives in Salt Lake City and spends his free time playing hockey, golfing, skiing, and spending time with his wife and their pets.
Ella is a recent graduate from St. Lawrence University in Canton, New York. There she majored in Economics and Business, graduating with honors, and earning a Bachelor of Arts degree. She joined the Roberts Wealth Advisors team in July of 2021 and will work out of the Park City office. Ella developed a passion for pursuing a career within the financial services during a role as Summer Analyst at Dynasty Financial Partners. While at St. Lawrence, Ella competed as an NCAA Division I alpine ski racer. Ella is fond of the Park City office's proximity to the slopes, mountain bike trails, and to her family in her hometown of Ketchum, Idaho.
William Kim joined our team as a Research Analyst in the Park City, Utah office in June of 2023. Prior to joining RWA, William held several roles in the financial industry, with the most recent being a Research Associate at D.A. Davidson & Co. William was born in Chicago and attended DePaul University where he graduated with honors with a Bachelor of Science in Finance and a minor in Accountancy. Outside the office, William enjoys being active and is excited to explore Utah outdoors.
