Storey & Assoc in Provo, UT has recently partnered with MAI Capital Management, combining their commitment to comprehensive financial planning and asset management services. With a focus on prioritizing clients' financial goals and upholding fiduciary duties, the team at MAI provides personalized technology, expansive resources, and access to an experienced team of professionals to help clients grow and preserve their wealth.
As a trusted fiduciary, MAI Capital Management offers investment management, retirement and financial planning, family office services, and estate and legacy planning. Clients can expect attentive service, personalized strategies, and a dedicated team led by Managing Partner Rick Buoncore, Sr. Wealth Advisor Harlan Storey, and Sr. Wealth Advisor Kevin Krakora to support them in reaching their financial goals.
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