Tencap Wealth Coaching – Financial Advisor of Millcreek

Tencap Wealth Coaching - Financial Advisor of Millcreek is a financial planner in Millcreek, UT, located at 4424 S 700 E 100 - B. It holds a rating of 5.00 based on 4 reviews.

The firm offers retirement planning, investment planning, tax strategy, business exit planning, estate planning, executive planning, Social Security planning, insurance planning, and qualified plans. The advisory team includes Greg Black, CFP, ChFC, founder and president; Nick Carrigan, executive vice president; Dalton Forsythe; Kevin Whisenant; Bonita Bell-Andersen, CLU®, ChFC®; Rock Allen; Raymond German; Lindsey Black, founder; Natalie Clift, operations director; Jade Halvorsen, office manager; Natasha Dalton, office manager; Abby Jane Green, client experience; and Powell Dubois, client experience.

Clients have praised the team for their knowledge, approach, and coaching. Garrett Scherer noted the advisors are knowledgeable and explain their process well. D K highlighted Joe, Greg, and the team for empowering clients. Shannon Roberts appreciated Joe Griffin’s attention to detail and desire to educate. Another client mentioned the high quality and personalization of the experience.

The process begins with a 30-minute introductory call to discuss goals, current situation, and where planning may add value. If there is a mutual fit, the advisory team outlines clear next steps. The firm emphasizes education and coaching, helping clients understand financial markets and investing philosophy. Their investment planning philosophy focuses on the correlation between the cost of capital and the return on capital, aiming to reduce risk and increase expected returns.

Tencap Wealth Coaching is committed to transforming the traditional investing experience by providing a higher depth of customer service and overall service offerings. They are dedicated to training and developing clients to understand financial markets and investing philosophy, creating a level of fiscal responsibility. The firm serves professionals and families building or managing wealth, individuals seeking coordinated tax, investment, and financial planning, and those ready to take a more proactive approach to their financial future.

The business sits on S 700 E 100 - B, just meters from the main road of 700 East and about a tenth of a mile from 4500 South. It is located near Kid Station and James E. Moss Elementary School in Millcreek, Utah.

BizScoreAI gives the website a technical score of 90 out of 100, which ensures the site is secure and readable by search engines. The Schema and Structure score is 88 out of 100, helping AI assistants and search engines understand the services offered. BizScoreAI reports that the firm ranks number 2 of 7 Financial Planner businesses scored in Millcreek.