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Morgan Lemaitre, CFP®

Family Office for Founders, Entrepreneurs, Executives & Preserving Legacy Wealth

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Park City Wealth Advisors Morgan Lemaitre, CFP®
Park City, Utah

Serving Clients Nationwide

Family Office for Founders, Entrepreneurs, Executives & Preserving Legacy Wealth

(435) 500-5979

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Morgan Lemaitre is the owner and founder of Park City Wealth Advisors. PCWA is a family office for founders, entrepreneurs, and executives that is dedicated to preserving legacy wealth. Through our highly sought-after group of partners, PCWA is a “one-stop shop”, offering wealth management, tax accounting, entrepreneurial guidance, insurance, estate planning services, and more for our esteemed clients.

A rising star in public speaking and a frequent contributor on news networks, Morgan is passionate about sharing her expertise on everything from female leadership, to equity markets, financial literacy, and empowerment of young entrepreneurs. She has received numerous accolades for her work including Best of SLC, Top 100 in Finance, and Family Wealth Alliance Young Professionals Award, and has been written up and appeared in countless publications, most notably: ABC, Los Angeles Times, Yahoo! Finance, American Daily Post, The Ritz Herald, Mind Your Biz, Emporium Post, and more.

Prior to founding Park City Wealth Advisors, Morgan worked for more than a decade in the investment industry with Raymond James, Goldman Sachs, and UBS. Morgan is passionate about making a difference in the community, currently serving on the board of trustees for The Egyptian Theater in Park City. Past not-for-profit affiliations include Closer to Cure Foundation, Utah Symphony | Utah Opera Upbeat Society for Emerging Leaders executive committee, and the Figure Skating Club of Park City.

When she isn’t working, Morgan is an accomplished athlete. She is a two-time United States Figure Skating Gold Medalist and a three-time competitor for the U.S. World Junior Synchronized Skating Team. She lives in Park City, Utah, with her husband Dan Lemaitre, a highly successful serial medical device entrepreneur. She enjoys spending time with her family, including 11-year-old twins Kalvin and Grace, Bix the Bernese mountain dog, and Nyx the Maine Coon cat, all of whom share a passion for the active mountain lifestyle.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

1389 Center Drive, Suite 200 Park City, UT 84098

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form so we can schedule a strategy session and provide a complimentary overview of our team. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Based in Park City, Utah, Park City Wealth Advisors serves a diverse and global client base. We facilitate generational conversations that align your wealth and entrepreneurial spirit with a shared vision for yourself, your family, and the world.

We approach each of our clients with a holistic and unique plan to specifically fit your needs. Our services go beyond wealth management, but reach every corner of your asset management to optimize capital preservation and appreciation. We seek solutions that fit each client's needs with open, honest, collaborative dialogue that leads to sound strategic direction with tactics that optimize execution.

This process allows families to be positioned to harmoniously move forward to achieve agreed upon goals.

OUR STORY

Park City Wealth Advisors is owned and founded by Morgan Lemaitre, CFP®. The company is the product of Morgan’s desire to make a profound difference in the lives of her clients.

Morgan has decades of industry experience working with high-profile clients in myriad industries. She is a proud female founder in a male-dominated industry and is paving the way for future entrepreneurs. She leads a team of consultants and problem solvers that have been hand-picked based on proven track records and ready accessibility.

The Park City Wealth Advisors Team works together to oversee all aspects of your financial wellness. Our specialized professionals support every client’s unique needs, including but not limited to tax specialists, estate planning, and life insurance specialists.

We engage clients when and where they need us, i.e., either in anticipation of a liquidity event (picking investment bankers, facilitating a sale process) or maximizing capital preservation with prudent tax planning. We partner with first-class faculty with exquisite functional capabilities to ensure client needs are met.

Education

Kendall College Bachelors of Arts, International Hospitality & Management | New England Culinary Institute, Associate, Culinary Arts

Hobbies and Interests

  • Family
  • Skating

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Intergenerational Families
  • Investors

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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