With Utah locations in South Jordan, Provo, Farmington, and Idaho Falls, Allegis Wealth Advisors helps their clients achieve financial independence through stability and security. Allegis Wealth Advisors provides tools and advice to financial and investment advisors, allowing them to effectively inspire and protect their own clients.
Allegis is comprised of a team of financial experts that provide investment management, insurance planning, retirement planning, and business and estate planning services. Insurance agents, independent consultants, and financial institutions can look to the company for knowledgeable, professional, and objective guidance in various realms of their practices. The team works to provide clients with a hands-on experience that includes practice management tools, coaching, and a comprehensive product portfolio to help them enhance their business. The company fosters an entrepreneurial spirit with supportive employees who truly care about making their clients’ dreams a reality.
Allegis is a member of the National Association of Independent Life Brokerage Agencies, the Financial Planning Association, and the National Association of Insurance and Financial Advisors.