# CUI Wealth Management
Source: https://planprovider.pro/provider/cui-wealth-management

> From its office in Midvale in the Salt Lake City metro, CUI Wealth Management works with employers on retirement plan design and ongoing plan guidance. The f…

Retirement Plan Advisor

Midvale, UT

## About CUI Wealth Management

<p>From its office in Midvale in the Salt Lake City metro, CUI Wealth Management works with employers on retirement plan design and ongoing plan guidance.</p>

<p>The firm advises sponsors on 401(k), 403(b), ESOP, SIMPLE, SEP, profit-sharing, and cash balance plans. As a <a href="/plan-advisors">plan advisor</a>, CUI Wealth Management can act in a 3(21) fiduciary role and helps sponsors line up plan features with goals like attracting and retaining employees.</p>

<p>CUI Wealth Management also supports business owners with succession planning and executive strategies tied to compensation and benefits decisions. For individuals and plan participants, the firm provides participant advice along with financial planning and investment management built around risk tolerance and stated objectives.</p>

<p>What sets the practice apart is the mix of employer plan work and individual planning under one roof, which can help keep company plan decisions and participant guidance aligned.</p>

<ul>
<li>Retirement plan design for multiple plan types</li>
<li>3(21) fiduciary support for plan sponsors</li>
<li>Participant advice and education</li>
<li>Succession planning and executive strategy support</li>
<li>Investment management and insurance services for individuals</li>
</ul>

Website: [https://www.cuiwealth.com/](https://www.cuiwealth.com/)

## Office Locations

- Midvale, UT (Headquarters)

## Accreditations & Certifications

- RIA

## Services Offered

- Plan Design Consulting

- 3(21) Investment Advisor

- Participant Investment Advice

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