Wealth Management Outcomes is a boutique management and strategy consulting firm based in Salt Lake City, Utah. With a focus on improving client outcomes for wealth managers, the firm specializes in building or re-engineering risk management and alternative asset practices. Led by Jonathan Jacobs, an executive with nearly 30 years of experience in the wealth management industry, Wealth Management Outcomes offers unique insights and expertise to drive actual results for their clients.
The firm also provides M&A advisory services for both buy-side and sell-side clients in the wealth management, asset management, and insurance industries. With a strong track record of independent RIA, institutional, and retail client relationships, Wealth Management Outcomes helps companies find the right partners that align with their goals, regardless of market conditions. Committed to delivering tangible outcomes, the firm works closely with clients to identify objectives, create tailored plans, and support the execution of those plans over time.
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