CUI Wealth Management is a financial advisory firm based in Midvale, Utah, serving employers and individuals with retirement, business, and personal financial needs. Its employer services include management of 401(k), 403(b), ESOP, SIMPLE, SEP, profit-sharing, and cash balance plans. The firm also offers succession planning to help businesses prepare for the death or disability of an owner or key employee, along with executive strategies designed to support the recruitment and retention of top talent.

For individuals, CUI Wealth Management provides financial planning tailored to clients’ priorities and goals, investment management customized to risk tolerance, time horizon, and objectives, and insurance services that review coverage costs, benefits, and provider options. The firm also provides financial education and resources, including employee education meetings and one-on-one guidance, as reflected in client testimonials. Securities and investment advisory services are offered through Osaic Wealth, Inc.; insurance services are offered through CUI Wealth Management, LLC. CUI Wealth Management encourages prospective clients to schedule a consultation to discuss their needs.