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

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

Jared Stubbs | CFO | Co-Founder

Jared is instrumental in ensuring our focus on our clients is key to our success. Additionally, Jared created and runs an options strategy for clients looking for additional income, potential growth, and asset class diversification. Jared also serves as one of the two wealth advisors to Narus clients. Jared’s personality and enthusiasm help him build long-lasting personal, and professional relationships. Jared loves to spend his personal time outdoors with his family. Rock crawling in their truck in Moab, riding dirt bikes on the sands and salt flats of Utah, or snowmobiling in the Uintah backcountry are some of Jared’s favorite activities. Jared is married to Christina and they have three children and reside in Centerville, UT.

Curtis Lamb | CMO | Co-Founder

As one of the two wealth advisors at Narus, Curtis’ main focus is on building and cultivating personal relationships with prospects and clients and ensuring the regular delivery of the client’s results. Curtis works with the team from the first contact through client onboarding and beyond to ensure the client’s goals and desires are met. Curtis’ passion for the client experience is evident as he strives to make himself available any day of the week at any time of the day. Curtis is married to Traci and together they have 4 children. Curtis is an avid road cyclist and has a passion for using this hobby to raise funds for causes such as cancer research, multiple sclerosis, and those with intellectual and developmental challenges and disabilities. Curtis also enjoys mountain biking in the hills of Draper, UT. Curtis also loves to golf and ski.

Client Log In Sites

Call

866.534.0530

Visit

1245 E Brickyward Road, Suite 160
SLC, UT 84106

Narus@narusfinancial.com

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

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

Client Log In Sites

Narus Client and
Documents Portal

Charles Schwab Client Access

eMoney Planning Client Site

Fidelity Investments Client Access

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

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

Client Log In Sites

Narus Client and Documents Portal

Charles Schwab Client Access

eMoney Planning Client Site

Fidelity Investments Client Access

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.

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.

Narus Client and
Documents Portal