
Spaces are limited due to scheduling availability
After the call, you’ll receive your custom Ascent Plan and a copy of our latest book, “How to Retire Without a Financial Advisor: Your DIY Guide to Financial Planning.”





I’ve worked hard to build what I have, and I want to protect it while still enjoying life.
I want a retirement plan that helps create stability, even when markets are unpredictable, and inflation keeps rising.
I don’t want to just “hope” everything works out — I want confidence and structure.
I want my money aligned with the kind of life I actually want to live.
I want a trusted guide — not just an advisor — to help me navigate the decisions that matter most.
If so, you’re in the right place. At Teton Wealth Group, we help families ascend beyond what they thought possible — and step into retirement with a plan built around what matters most: purpose, freedom, and clarity.
Spots are limited—schedule your introductory call today and take the first step toward a tax-efficient retirement plan.

As the founder of Teton Wealth Group and a Registered Investment Advisor, I help families build the clarity and confidence they need to retire with purpose. My mission is simple: to guide you through a structured planning process that turns uncertainty into a retirement strategy you can trust.
Through our proprietary Ascent Plan, I help clients create retirement income and tax-efficient strategies designed to support the lifestyle they want — and the peace of mind they deserve.
I equip you with clarity. Every recommendation I make is rooted in education, so you understand your options and feel confident in your next step.
I lead with purpose — never pressure. I’ll never push you into a product or decision that doesn’t serve your long-term vision.
I tell the truth, even when it’s not what’s easiest. If I’m not the right fit, I’ll say so — and help point you toward what’s best for you.
1. Discover
Basecamp
Before you can climb, you need a clear starting point. In this first step, we focus on connection — understanding who you are, what matters most, and what you want your retirement to look and feel like. We replace uncertainty with clarity, so you’re no longer guessing… you’re knowing.
2. Plan
Climb
With your goals defined, we help you see what’s possible. This is where your strategy takes shape—not as a one-size-fits-all product—but as a personalized plan built around your income, investments, taxes, healthcare, and legacy. You move forward with certainty because your path is mapped.
3. Lead
Summit
This is where guidance becomes leadership. We don’t just hand you a plan — we walk with you, adjusting as life changes and helping you stay aligned with your vision. Our role is to guide you to the summit and keep you moving forward with confidence through every season of retirement.
Here’s what you get in your Ascent Plan:
Income Planning: We build a retirement income strategy designed to help you live confidently on your savings—without guessing what’s sustainable.
Investment Planning: We align your investments with your goals and risk comfort so your portfolio supports your lifestyle through every season of retirement.
Tax Planning: We create a tax-aware strategy to help you keep more of what you’ve earned and improve the efficiency of your retirement income.
Legacy Planning: We help you plan how your wealth will be passed on—clearly, intentionally, and in alignment with what matters most.
Healthcare Planning: We prepare you for Medicare and long-term care decisions so healthcare costs don’t derail the retirement you’ve worked for.
Copyright 2026 | Teton Wealth Group
764 E Winchester St, Murray, UT 84107
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Teton Wealth Group are unaffiliated entities.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including possible loss of principal. No investment strategy can ensure financial success. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice or services.