The Mission-Driven Strategy

Your financial strategy should be the engine that powers that mission, not a source of complexity and stress.

We eliminate the time drain and complexity of managing significant wealth and tax burdens. This strategic advantage unlocks the capacity for you to accomplish true, generational achievement on your terms.

Achievement isn't just about accumulating wealth; it's about establishing a better future for you, your family, your community, and your legacy.

Alignment and Accountability

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 your investment advisor should only be paid when they deliver. That's why, at Deseret Point, our performance model charges NO fee unless your portfolio achieves a positive return for all qualified investors.

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 strictly capped to a limited number of clients. This firm limitation ensures proactive engagement and unparalleled strategic depth for every client.

This strategic depth includes customized investment strategies exclusive to qualified 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.

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 aim is singular: achieving the highest possible return while accepting only the risk tolerance required to hit your goals. We personally invest our own capital alongside yours in unique private investment opportunities sourced through our strategic network.

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. 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 experts—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.

Beyond Wealth Management: Your Legacy Office

Your advantage begins with our pedigree.

We build your strategy with the certainty of professionals whose backgrounds provide deep experience—including former Goldman Sachs experience, Ivy League education, and Certified Public Accountancy expertise.

This combination ensures every decision is informed by deep domain knowledge and senior-level judgment. We execute your plan with world-class proficiency, allowing us to focus on process and performance.

Partnership is Limited

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.

Testimonials

We operate with an unwavering commitment to client privacy. Client information, even names, are never shared on public facing websites.

We will happily provide testimonials upon request for prospective clients.

Deseret Point Partners LLC

376 East 400 South #308, Salt Lake City, Utah 84111

info@deseretpoint.com

Deseret Point Partners LLC is a Registered Investment Adviser (RIA) and only permitted to conduct business in states where registered/exempt.

Website material is for educational purposes and not personalized advice.