Allegis Wealth Advisors
Understands Mindset of Independent Agents in South Jordan, Utah
Founded in 2009 by Chris Miller and Heath Bowen, both with extensive backgrounds in financial services, Allegis Wealth Advisors aims to provide comprehensive financial planning services and investment guidance. Employing a staff of talented financial professionals, Allegis Wealth Advisors offers clients the services of a large brokerage with the agility of a small firm, and the lowest possible cost.
Allegis promotes a value-based culture engaging the values of integrity, relationships, learning, innovation, objectivity, and collaboration. The company believes that the way in which results are achieved is as important as the results themselves. By fostering relationships and collaborating with seasoned professionals and trustworthy partners, the company’s team promotes deeper understanding and ability to assist within various disciplines of the financial industry.
The Allegis team understands the mindset and needs of independent investment advisors and financial consultants. Their culture and services are tailored to help independent providers learn how to better serve and financially protect their clients.