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Providing you peace of mind
For today, tomorrow, and generations to come
Our Mission
Narus Financial strives to provide clarity and stability for families that choose to work with us.
We view every client as a top priority rather than a bottom line.
With that responsibility in mind, we will act with diligence, honesty, and integrity.
Services
Services
Investment Management
Our goal is to build an investment portfolio that works for you. Our philosophy focuses on time-tested and award-winning concepts of asset allocation and diversification. Contact us for a no-obligation review of your current portfolio.
Financial Planning
Have you ever tried to get somewhere without knowing what you may need ahead of time? It’s very difficult to know what type of investment portfolio may be right for you if you don’t know where you hope to end up. Call us to get started.
Estate and Legacy Planning
As life events happen, it’s more important than ever to have an estate plan in place. We are not estate planners or tax advisors, but with our knowledge, we can help direct you to how to build a solid plan for your estate.
Divorce Planning
Our team of experts can help you pick up the financial pieces following a divorce and help you get back in the driver’s seat to take control of your wealth.
401k and Retirement Planning
Maximizing retirement savings is essential in building your wealth. We will help you determine which retirement plan best fits your needs. Have an old 401k with your prior company? Leaving it there may not be the best strategy. Talk with us about your options.
Personalized Service
Our passion is great service customized to your specific needs. If there is something you feel will help you be more successful, let’s work together to make it happen.
Investment Solutions
Customization
A portfolio strategy is created based on client's needs, circumstances, and risk tolerance based on our research of the current investment landscape.
Proactive Rebalancing
Ongoing monitoring is part of our process to seek balance in risk and return based on current market conditions.
Disciplined Approach
We seek to remove emotion, guesswork, and uncertainty from the investment process by using experience, research, and a measured hand.
The Narus Team
Contact
Contact Us
Your money is too important to be left to computer programs and bots. Your success comes from the professional guidance of experienced advisors with your best interest at heart.
Call
Visit
1245 E Brickyward Road, Suite 160
SLC, UT 84106
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