Net Worth Advisory Group

Net Worth Advisory Group in Salt Lake City, Utah, was named a top financial planning firm by an independent study by NABCAP. The firm was found to excel at retirement planning, financial planning, investment management, and portfolio management.

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Net Worth Advisory Group, one of Salt Lake City’s leading Fee Only Registered Investment Advisory firms, announced it has obtained the advisory firm of Luke Wealth Strategies and has expanded with the opening of its Scottsdale Arizona office.

Ray LeVitre, founder of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss factors investors should consider before year-end. Topics included reducing tax liability and Roth IRA conversions.

Net Worth Advisory Group of Salt Lake City, Utah, disclosed a comparison of the costs involved with investing through their service as opposed to investing in mutual funds. The comparison utilizes costs identified in a new study by State Street Corp.

Net Worth Advisory Group in Salt Lake City, Utah, was named a top financial advisor by an independent study. Net Worth Advisory Group was found to excel at retirement planning, financial planning, investment management, and portfolio management.

Tax planning has always been a challenging element of the financial planning process. This year it has been especially difficult because of the pending changes to the tax code. So how do we properly tax plan in the face of such uncertainty?

As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the December issue.

On November 2, 2010, Ray LeVitre, founding partner of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss the factors investors should consider when identifying a qualified financial advisor.