Suncrest Advisors

Suncrest Advisors We care deeply about our clients’ goals and tailor our comprehensive services to meet them exactly where they are in life. (303) 797-9080.

Suncrest Advisors provides financial security and peace of mind to business owners, executives and professionals, and high net worth individuals across the United States. Suncrest Advisors is made up of several generations of financial services professionals from various fields, all of whom have one thing in mind – to best serve our clients’ financial planning needs through collaborative effort. T

oday, our fiduciary team includes CERTIFIED FINANCIAL PLANNER™ Practitioners, Chartered Financial Analysts, investment advisors, portfolio research analysts, insurance professionals, qualified plan experts (including a dedicated ESOP team), employee benefits specialists, and other professionals. Clients think of us as their financial quarterback, leading and coordinating the many moving parts of their financial lives so they can have complete confidence in their future. Our clients understand that there are many potential pitfalls to avoid in the financial world, and they value our guidance, experience and expertise when making life’s most important decisions. With our team of professionals always on their side, our clients feel confident knowing that their financial future is secure.

► Contact Us today at (801) 676-0146 for a free and confidential consultation. Disclosure: Investment Advisory Services offered through Portside Wealth Group, LLC. Portside Wealth Group, LLC is an SEC Registered Advisor. Portside Wealth Group LLC, and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her own individual circumstances. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Securities offered through The Leaders Group, Inc., Member FINRA / SIPC; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120.

What gives a dollar its value? It used to be gold. Today, it's something very different.That shift has changed how infla...
07/14/2026

What gives a dollar its value? It used to be gold. Today, it's something very different.

That shift has changed how inflation works and why protecting your purchasing power has become such an important part of retirement planning.

In our latest article, we explore what the move from the gold standard to fiat currency means for today's retirees and why retirement planning is about more than just growing your nest egg.

For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the most famous of these anchors was the “gold standard,”

Do you really need $1 million to retire?Maybe... Maybe not.The truth is, focusing on a single number can be one of the b...
07/07/2026

Do you really need $1 million to retire?
Maybe... Maybe not.

The truth is, focusing on a single number can be one of the biggest mistakes in retirement planning.

Your retirement success depends on far more than your account balance... it depends on how you generate income, manage taxes, claim Social Security, and prepare for life's unknowns.

In our latest article, we explore why the better question... "Do I have the right strategy?"

If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did the $1 million retirement benchmark come from? A: Historically, $1 million became

Retirement isn't defined by a single date. It's defined by a series of milestones:Age 50... 59½... 62... 65... 70... 73....
07/01/2026

Retirement isn't defined by a single date. It's defined by a series of milestones:
Age 50... 59½... 62... 65... 70... 73.

Each one unlocks new opportunities (or potential pitfalls) that can have a lasting impact on your retirement strategy.

Do you know which milestones are coming next for you?

In our latest article, we break down the key ages every pre-retiree should understand as America celebrates its 250th birthday.

On July 4, 2026, the United States will celebrate its 250th birthday, the Semiquincentennial. This milestone represents a celebration of history but also creates a moment to reflect on the evolution of the American Dream and the financial structures

Most people spend decades building their retirement savings.Far fewer spend time planning how they'll actually use them....
06/23/2026

Most people spend decades building their retirement savings.
Far fewer spend time planning how they'll actually use them.
The result?

Taxes, required distributions, and withdrawal decisions can have a bigger impact on retirement than many people realize.

A successful retirement isn't just about accumulating wealth, it's about creating a strategy for turning that wealth into income.

We explore several approaches in our latest article, including why the "standard" withdrawal strategy may not be the best fit for everyone.

For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule.

Many people dismiss annuities before they ever understand them.Usually because of something they’ve heard:..“They’re too...
06/16/2026

Many people dismiss annuities before they ever understand them.

Usually because of something they’ve heard:..“They’re too expensive.”..“My money gets locked up.”..“The insurance company keeps everything when I die.”

The reality is often very different.

If you've ever wondered whether an annuity belongs in a retirement income strategy, it may be worth separating the myths from the facts.

We break down five of the most common misconceptions in our latest article:

When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement earnings. To bridge

529 plans have changed a lot over the years. Most people still think of them as “college-only” accounts. They’re not.Tod...
05/26/2026

529 plans have changed a lot over the years. Most people still think of them as “college-only” accounts. They’re not.

Today, 529s can potentially help fund:
• K-12 tuition
• Trade schools & apprenticeships
• Graduate programs
• Even Roth IRA rollovers in some situations

Which raises a bigger question:
Are you fully using the flexibility these accounts now offer?

We broke down how 529 plans work in 2026 and why they’ve become more versatile than many families realize.

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

What would happen if one paycheck suddenly disappeared?For many families, the biggest financial asset isn’t a portfolio....
05/19/2026

What would happen if one paycheck suddenly disappeared?

For many families, the biggest financial asset isn’t a portfolio.
It’s the ability to earn an income. Yet income protection is one of the most overlooked parts of a financial plan.

Disability insurance can help provide a financial safety net if illness, injury, or even pregnancy-related complications prevent you from working.

We break down how disability insurance works, why it matters, and what to consider when reviewing your family’s protection strategy:

https://suncrestadvisors.com/disability-insurance-widening-your-familys-safety-net/

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

Scammers stole $2.4 billion from older Americans in 2024, and the tactics are becoming more sophisticated every year. Fr...
05/12/2026

Scammers stole $2.4 billion from older Americans in 2024, and the tactics are becoming more sophisticated every year. From fake IRS calls to tech support scams to AI-generated voices pretending to be family members, fraudsters are increasingly convincing.

The best defense is simple:
Pause. Verify. Consult someone you trust.

A single phone call can prevent a costly mistake.

In honor of National Senior Fraud Awareness Day, we put together a practical guide to help you recognize common scams and protect the wealth you’ve worked hard to build:
https://suncrestadvisors.com/recognizing-and-preventing-financial-scams-on-national-senior-fraud-awareness-day/

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

Most people plan for retirement. Fewer plan for healthcare in retirement. That gap can be costly.Here’s a reality:A 65-y...
05/05/2026

Most people plan for retirement. Fewer plan for healthcare in retirement. That gap can be costly.

Here’s a reality:
A 65-year-old retiring today may need $165,000 for healthcare and that doesn’t even include long-term care.

So the real question isn’t if you’ll need a plan…
It’s whether you’ve built one.

We break down what to consider and how to start thinking about it early:

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by

Most people think investing risk is one question:“How aggressive should I be?”It’s actually two very different questions...
04/21/2026

Most people think investing risk is one question:
“How aggressive should I be?”

It’s actually two very different questions:
How much risk can you afford to take?
How much risk can you emotionally handle?

That’s the difference between risk capacity and risk tolerance... and confusing the two can create costly mistakes.

We break down how both work, why they matter, and how to align them with your goals:
https://suncrestadvisors.com/horsepower-vs-speed-understanding-risk-capacity-and-risk-tolerance/

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Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable

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Richfield, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18016760146

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