Broker Check

222 South Main Street, Suite 1840, Salt Lake City, UT 84101

801-869-3812
thesnowbirdgroup@rwbaird.com

WEALTH MANAGEMENT WITH PASSION AND PURPOSE

Solving real problems through personal relationships 

What We Do

We couple our dedicated client service with our financial planning strategies to fuel clients’ aspirations in life. We build financial solutions tailored to what’s important to you.

Retirement Planning


Tax
Planning


Estate
Planning


Education
Planning


Our Services

Client Experience

We serve families, business owners and retirees who are looking for thoughtful financial planning strategies to help them achieve their goals.

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Our Stories

Learn why we made the switch to Baird – and haven’t looked back.

Watch Our Stories

Forbes Best-in-State Wealth Management Team 2025

Published 1/9/25, rankings based on data as of 3/31/24.

Meet The Snowbird Group

The guides you can rely on through every step of your financial journey.

HOW CAN WE HELP?

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