Larry Black Wealth Management

  • About The Firm
  • Investment Approach
  • Financial Planning
  • Larry Black
  • Account Access
  • Contact

Why Larry Black Wealth Management?

For years, independent investment advisor Larry Black has been meeting his clients' financial needs by delivering strong investment returns along with highly personalized service. One of Utah's leading money managers, Larry is based in Park City, but works with clients across the country. His performance speaks for itself.

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Larry Black

Achieve Your Objectives

  • exceptional service
  • conservative investments
  • growth potential
  • customized portfolio

Personalized Financial Plan

Without charge, Larry works with you to refine your existing financial plan or to develop one from scratch based on your personal priorities and goals.

Hands-On Investing

If you currently have an investment portfolio, Larry carefully assesses your existing holdings. He gradually and deliberately - always mindful of tax implications - shifts to investments favored by the firm.

Regular Meetings

You meet with Larry annually - more frequently if your circumstances change or if you prefer. Larry gives you all the time you need to review and update your financial plan and go over the holdings in your investment portfolio.

Conservative Investing

Larry utilizes a blend of high-performing mutual funds, ETFs (Exchange Traded Funds), and carefully-selected individual stocks. Your portfolio is well-diversified.

Contact Larry to schedule a meeting
435.649.4028
800.471.9542 toll-free
larry@larryblackwealthmanagement.com