Canyon Strategic Wealth is a fiduciary virtual family office based in Bountiful, Utah, serving families and business owners with at least $1 million in investable assets. Since 2017, the firm has helped clients coordinate the many parts of their financial lives through personalized, long-term wealth management. Its approach brings investments, taxes, estate planning, and risk management together in a strategy shaped around each client’s goals and circumstances.

Services include strategic investment management, comprehensive financial planning, retirement projections, cash flow and education planning, proactive tax strategy coordinated with clients’ CPAs, estate and trust coordination, insurance reviews, and business owner advisory. Business-focused support includes enterprise valuation, succession planning, and integrating business wealth with personal financial goals. Canyon Strategic Wealth also works alongside clients’ attorneys, accountants, and insurance specialists to keep plans aligned. The firm emphasizes transparent fees, ongoing communication, structured onboarding, and year-round coordination rather than an annual review alone. It serves communities including Bountiful, Centerville, Farmington, and Kaysville, as well as clients through virtual services.