GRAVITATE WEALTH (formerly HERDT BRINKERHOFF & HB RISK MANAGEMENT)

Gravitate Wealth is a wealth management firm in Clearfield, Utah. The firm provides comprehensive financial planning, personalized investment management, and tax-smart strategies, and it serves retirees, investors, high earners, business owners, and young professionals and families, as well as people at a financial crossroads. Financial planning is part of how the firm serves every client, whatever their starting point. Its work includes estate and legacy planning, with an Accredited Estate Planner guiding the process, from establishing trusts and organizing beneficiary designations to planning charitable gifts and coordinating with an estate attorney. Tax planning is built into the firm's approach, examining investment portfolios, retirement accounts, and business income to reduce lifetime tax burden and make use of available deductions, credits, and planning techniques. The firm has guided families since 1990 and holds a 5.00 rating from the customers who have reviewed it.

The firm's work is built on the idea that financial decisions are connected, so recommendations are made to support one another rather than planned in isolation. Its process begins with a conversation to understand goals, analyze finances, and identify opportunities and risks, followed by putting the plan into action while managing investments and taxes. Because life changes, plans are reviewed regularly, with an eye toward extending financial impact to family and future generations. The firm works with clients who want a coordinated, long-term strategy rather than a quick fix.

Gravitate Wealth is located at 1366 Legend Hills Drive, Suite 150, on Legend Hills Drive. The University of Phoenix is about a tenth of a mile away, and Holy Cross Hospital - Davis is roughly three tenths of a mile from the office. Veterans Memorial Highway lies about two tenths of a mile away.

The firm's 5.00 rating reflects the experience of the customers who have reviewed it, and it has served families since 1990.