Private Advisory Group

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4740 Sunset Way
Lehi, UT 84043

Private Advisory Group, located in Lehi, UT, specializes in wealth management and family office services tailored to high-impact individuals and families. With over $1.3 billion in assets under management and a professional team of 20 advisors, they offer integrated solutions to meet the complex financial needs of their clients.

The firm focuses on comprehensive support, including liquidity preparation and founder support, ensuring that clients receive coordinated advice from investment advisors, accountants, and attorneys. Their commitment to optimizing wealth is underscored by their dedication to building personalized family offices that align with each client's unique goals.

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