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What We Do

What We Do from Knox Capital Group on Vimeo.

Wealth Management & Personal Financial Planning

Knox Capital Group is one of Utah’s premier financial services and investment companies. Our team of dedicated professionals provides leadership, innovative solutions, expertise and world class partnerships with elite industry vendors.

We understand that many firms offer investment management services. Yet few successfully integrate these services into a comprehensive wealth management offering for high net worth individuals, business owners, companies and families. Knox Capital Group creates financial, investment and estate planning solutions that work together to support your unique needs and objectives.

Wealth Management: We take a holistic, comprehensive approach to wealth management. We “leave no stone unturned.” Learn More

Wealth Transfer & Insurance: Knox Capital is a proud member of M Financial Group. When you engage our team you get local service with national resources. We take pride in our in-force policy management. Learn More

Succession Planning: We help successful business owners who are looking to sell their company with planning and transfer techniques. We utilize strategies to mitigate or defer tax liabilities. Our goal is to help you retain as much value from the sale as possible. Learn More