What We Do
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 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