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Financial Planning & Investment Management for the Employee

Mountain West Wealth is committed to helping those in Oil, Gas, Mining and Utilities achieve Financial Confidence no matter their income level or asset balance.

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Why Mountain West Wealth?

What’s relevant for today are the lessons we’ve learned about planning: what works and what doesn’t work for people. Our process begins differently. Instead of trying to guess the future and work backward, we begin with the only thing we know with any certainty – what’s happening in your world today.  This process allows us to focus on providing actionable advice with tangible impact to help get you on the Path to Financial Confidence.

Our Services

Wealth Management

Our strategies are tailored to your needs and goals. We don’t work for an investment company that manufactures its own products, we’re not bound to any particular company or service.  We truly put our client's interests first.

Retirement Planning

We offer complimentary in person or virtual meetings and online tools to help analyze your cash flow, secure liquidity, implement the right investment strategies, and review the progress towards your financial goals.

Insurance Planning

We'll present different strategies and tools to help achieve your goals. We offer a variety of products and services and are not bound to any particular insurance company.

Tax efficient Strategies

Want to learn more about tax-efficient investments, retirement distribution, social security, or estate strategies? We have a wealth of resources and customize each strategy.

Why don’t people feel Financially Confident?

A lack of accessible funds, the uncertainty of retirement investments, unexpected life events, too much debt and not having a financial plan are the most common answers.

We are here to help get you on the Path to Financial Confidence.  

Click the link below to schedule a phone call.

Schedule a Call

Need help achieving Financial Confidence?

Watch the video to learn more about our process to Financial Confidence!

What’s your Risk Number?

Learn why it's important to know much risk is in your portfolio and your Risk Number.

About Us

Aaron Schuler

Financial Advisor

(307) 352-9330

Aaron helps clients at various income levels achieve their goals and bring clearer vision to their financial future. Aaron graduated from the University of Utah in 2006 with a degree in Economics and has been in the financial services...

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Justin Falzone

Registered Assistant

(307) 352-9330

Justin Falzone is a native of the Boston area. He graduated from Suffolk University in 2012 with a Bachelor of Science in Business Administration. While at Suffolk University in Boston, Justin held internship positions at the...

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Our Locations

Rock Springs Office

Phone: 307.352.9330

1471 Dewar Drive #227

Rock Springs, WY 82901

Mon-Fri: By Appointment

Sat-Sun: By Appointment

Cottonwood Heights Office

Phone: 435.565.1411

3155 Lion Ln Suite 160

Cottonwood Heights, UT 84121

Mon-Fri: By Appointment

Sat-Sun: By Appointment