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The Deseret Point Mandate
Alignment and Accountability
We believe your investment advisor should only be paid when they deliver. That's why, at Deseret Point, we charge NO fee unless your portfolio achieves a positive return for all qualified clients.
- Performance First. Fees Second.
- We only get paid when you do.
This accountability is combined with the highest level of partnership exclusivity.
Our practice is also strictly capped at a maximum of 45 households. This firm limitation ensures proactive engagement and unparalleled strategic depth for every client.
This strategic depth includes a private equity investment strategy exclusive to Deseret Point clients only, and complimentary tax preparation and strategy.
For additional significant differences between Deseret Point and other financial firms, click the button below.
The Mission-Driven Strategy
Achievement isn't just about accumulating wealth; it's about pioneering a better future for your family, community, and legacy.
Your financial strategy should be the engine that powers that mission, not a source of complexity.
Your vision requires strategic power. We specialize in eliminating the complexity of managing significant wealth and tax burdens. By implementing bespoke strategies, we maximize your capital's efficiency and potential. This strategic advantage unlocks the capacity for you to define and accomplish true, generational achievement for those you care about.
Our Track Record is Our Pedigree
Imagine an advisor whose success is tied directly to yours.
We've successfully managed over $1 Billion in high net worth and institutional capital across every major asset class, but our focus is singular: achieving the highest possible return while accepting only the risk tolerance you require to hit your goals. We personally invest our own capital alongside yours in unique private investment opportunities sourced through our strategic network.'
Click below for case studies of previous private investments and other resources.
Previous and Current Private Investments
Logos represent previous investment for illustrative purposes only and do not imply an endorsement of Deseret Point Partners by these organizations.
Strategic Partnerships
We leverage an international network of trusted partners to deliver comprehensive, high-level solutions directly to you.
Advanced Tax Strategy. Significant Wealth Preservation.
Tax strategies to retain more capital.
We move beyond basic tax filing to deliver substantial financial impact, ensuring more of your wealth stays with your family. On average, our proactive strategies and deep expertise save clients thousands of dollars annually.
Your strategy is backed by an in-house team of CPAs and dedicated experts—with over five decades of collective experience—who stay ahead of every regulatory shift. This provides you with sophisticated, end-to-end solutions designed to maximize capital retention and provide complete assurance across these specialized areas:
- Strategic Tax Optimization: Applying advanced strategies for complex personal and business entities (C-Corps, S-Corps, Partnerships, LLCs, Estates, Trusts, and Non-Profits).
- Generational Wealth Transfer: Integrated tax and estate planning focused on preservation and seamless, tax-efficient legacy transfer.
- Precision Accounting & Reporting: Professional bookkeeping, payroll management, and comprehensive financial statement services (Audits, Compilations, and Reviews).
- Regulatory Assurance: Expert, authoritative representation and negotiation for all IRS matters, minimizing your risk exposure.
Testimonials
"5 stars. I would never consider anyone else."
"...total trust in their integrity and intelligence. We trust them completely with our multi-generational legacy."
"...more than advisors, they're partners."
We operate with an unwavering commitment to your privacy. Client information is never shared without explicit permission. We reserve further detailed references for qualified, private discussions only.
Partnership is Limited
Our practice is strictly capped at a maximum of 45 households.
To ensure exceptional attention and aligned values, please complete the Private Client inquiry to schedule a meeting.
We look forward to working with you.
Beyond Wealth Management: Your Legacy Office
Your advantage begins with our pedigree.
We build your strategy with the certainty of professionals whose backgrounds provide a verifiable edge—including former Goldman Sachs experience, Ivy League training, and Certified Public Accountancy expertise.
This combination ensures every decision is informed by deep domain knowledge and senior-level judgment. It allows us to execute your plan with world-class proficiency, consistently unlocking unique, value-added opportunities for you.
Deseret Point Partners LLC
Salt Lake City, Utah - St. George, Utah
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