Estate And Wealth Planning
Brenton M. Ripley, Attorney at Law | AIF

Contact

Let’s Chat.

➤ location

3333 N. Digital Drive 7th Floor
Lehi, UT 84043

Office Hours

Monday - Friday
9AM - 6PM
 

☎ Contact

bripley@drivewealthadvisers.com
(801) 377-9787

 

I Offer Focused, Specialized Knowledge and Bundled Services

As an attorney and financial advisor, I focus exclusively on my clients’ financial lives. Estate planning and wealth management are inseperable. All the moving pieces of trusts, retirement plans and taxes should be coordinated, not left to chance or poor communication between generalist advisors and lawyers.

Book a Discovery Call

Let’s take a look at your situation and see whether my services are right for you. I’m most helpful in these situations:

  • You have assets with a total value of at least $2 Million.

  • You have investable assets (retirement savings and/or brokerage accounts) of at least $1 Million.

  • You own real property, including a primary residence, with or without a mortgage.

  • You want to leave assets to children and/or charities in a tax-efficient manner.

I offer a free intial consultation after a short discovery phone call. I’ve found that a short call before we meet is the best way for each of us to determine whether my services might be appropriate for you. It saves us both time and is an easy way to start a relationship.

Call me at 801-377-9787 or pick a time on my calendar: