The Mission-Driven Strategy

---

Most investment advisors are "asset gatherers". They stick your investments in similar portfolios as all their other clients and charge a fee no matter the outcome.

We believe traditional management fees often decouple an advisor’s incentives from client outcomes. At Deseret Point, we operate under a strict performance-driven model: zero management fees are assessed unless the portfolio generates a positive net return for the period for qualified clients. We do not profit from static asset accumulation; we profit alongside our partners. We also offer traditional AUM management fees.  Please review the Form ADV below for more information on our fee structure.

This fee accountability is combined with the highest level of partnership exclusivity.

To maintain institutional focus and profound strategic depth, our private client practice is strictly capped. This permanent limitation ensures every partner receives completely bespoke investment planning, direct principal access, and fully integrated tax engineering and preparation handled entirely in-house.

For additional significant differences between Deseret Point and other financial firms, click the button below.

We move beyond basic tax filing to deliver substantial financial impact, ensuring more of your wealth stays with your family. Our proactive strategies and deep expertise aim to save clients thousands of dollars annually.

Your strategy is backed by a team of tax and accounting partners—with over five decades of collective experience. 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.

Our model is built on depth, not volume, which is why we strictly limit our number of clients.

To ensure exceptional attention and aligned values, please complete the Private Client inquiry to schedule a meeting. 

We look forward to working with you.