Planning to Succeed
ABOUT
Strive Investment Management is a full-service investment advisory and financial planning firm located in American Fork, Utah, in the heart of the booming Silicon Slopes.
Our clients come from all different backgrounds and income levels, though often they have at least $350,000 in investable assets. Our objective is to meet all our clients' financial needs by creating, implementing, and carefully managing their personalized financial plan--all while providing exceptional personal service, care. and attention.
We believe the foundation for achieving important financial goals is a comprehensive written financial plan, which we create and manage for our clients. Each plan is created by a CERTIFIED FINANCIAL PLANNER™ professional, who tailors guidance according to each client's specific needs and goals.
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We welcome the opportunity to speak or visit with inquiring clients. Free appointments with an advisor can be scheduled here.
How We Can
Help You
Structure​
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Organizing and making sense of your financial situation, including all those documents you may be avoiding.
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Developing a comprehensive, easy-to-understand financial plan for achieving your financial goals. We'll manage its outcomes and provide accountability to help you stay on course.
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Strength
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Moving and managing your 401(k) money when you change jobs, reach age 59 1/2, or retire. Giving you more investment choices with personalized, professional management.
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Preparing for and managing an inheritance.
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Understanding and maximizing your employer's stock option and stock grant opportunities, including ISO, NSO, and RSUs
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Simplicity
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Guiding you through effective estate planning and end-of-life issues.
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Assisting you with tax efficiency in your investments and all areas of your finances.