Our Approach

Our customized approach meets your personal investment philosophy.

At Cynosure Wealth Advisors, our success depends on taking the time to cultivate a relationship with you. We learn what drives you, assist in defining your vision, and tailor solutions to achieve your goals and aspirations.

approach overview

Simplify your life by streamlining the complexities of wealth management.


Define the purpose of your wealth.

When it comes to wealth, defining its purpose can be just as important as accumulating it. We know your purpose is unique to you and your values, whether it's pursuing new business ventures, supporting your children's growth, or contributing to charitable causes.

Through our comprehensive services, we strive to help you define and fulfill the purpose of your wealth.

First Security Building
First Security Building

Have complete confidence in your advisors.

Our advisors have deep experience and come from diverse professional backgrounds, having worked at some of the most reputable investment, legal, and tax firms. They have also held senior managerial and investment positions at large family offices.

With our breadth of experience, our advisors possess a broad range of technical skills to provide integrated wealth planning, giving you the confidence you need to make informed decisions about your wealth.


Time is finite. Spend it wisely.

Portfolio management can be complex and time consuming. Our advisors streamline this process by serving as your single point of contact, coordinating with a multitude of professionals for your investment, planning, and reporting needs. 

By ensuring that your planning strategies are properly executed, funded, and reported on, we free up your time for the things that matter most to you.

First Security Building
First Security Building

Reduce complexity, gain greater rewards.

You've likely faced the challenge of tracking and managing your various personal and financial assets.

We use state-of-the-art consolidated reporting technology to provide you with a clear and comprehensive view of your holdings, making it easy to track your performance and make informed decisions about your wealth.


One point of contact for a full suite of financial services.

Investment advisory, encompassing both liquid and illiquid assets
Single-stock risk management, diversification, and hedging
Tax, estate, and philanthropic planning
Wealth education and stewardship
Select family office services
Consolidated portfolio reporting
Document storage and retention
Coordination of planning among third-party advisors
Assistance in finding appropriate third-party solution providers
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
152 W 57th St, Suite 16N
New York, NY 10019