Your vision comes first... and it’s the only vision that matters.
We help you have peace of mind with your investments so you can enjoy retirement how you’ve always envisioned.
As Seen In
Our Founder...
Mark K. Lund, founded Stonecreek Wealth Advisors, a fiduciary, fee-only, Registered Investment Advisory firm.
Mark started in this business 25 years ago and published his first book in 2010 called, The Effective Investor, a #1 best seller. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. His philosophy is that his client’s vision comes first and it’s the only vision that matters. Your vision is his number one priority. He grew up in Utah and currently lives in Alpine with his wife and two kids.
In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their
speculative ways of investing in order to be an effective investor.
Serving Families and
Small Businesses in Utah
In Mark’s book, The Effective Investor, a #1 best seller, he exposes the false narratives magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that you don’t need their speculative ways of investing in order to be successful. This is the dirty little secret in the investment industry that they don’t want you to know. With proper strategies and information you can achieve a level of confidence and peace with your investments and retirement plans that you never knew was possible.
If what you thought to be true about your investments turned out to be false, when would you want to know?
Mark’s ebooks cover topics such as:
- How to know what stocks are going to give you the best returns.
- The top asset protections tips to follow.
- How to know if you should be in or out of the market.
- How to find the hidden fees in your investments.
- How to know what stocks are going to give you the best returns.
- The problem with five-star mutual funds.
- How to turn taxable 401(k) & IRA dollars into tax-free income.
It’s easy to get opinions on questions of this type. It’s hard to get facts. The answers are based on evidence that can be measured.
INVEST ONE MINUTE… Learn the #1 question every person should ask when meeting with a financial advisor.
EVIDENCE-BASED INVESTING WEBINAR
In this webinar Mark will present what exactly evidence-based investing is and why, when it comes to your time, your money, your future AND YOUR FAMILY. . . we choose EVIDENCE-BASED INVESTING.
Why Choose Us?
We are a fiduciary
We have a fiduciary duty to act in the best interest of our clients. This means that we put their interests first, ahead of our own. We do not earn commissions on the products we sell. Instead, we charge an annual management fee. This aligns our interests with our clients. As they do better, so do we. In most cases, we can provide investments that cost less than what our clients would pay if they tried to do it themselves. As your investment advisor in Utah we always have your best interest in mind.
We follow the Uniform Prudent Investor Act
In 1992 The American Law Institute published the Uniform Prudent Investor Act (UPIA), which is a document that explicitly defines the responsibilities and duties of being a fiduciary. UPIA states that the fiduciary’s role is to manage risk and expected return by developing and monitoring the portfolios with the idea that you should diversify, measure risk, and account for all costs. Fortunately, there is a well-established system based on academic and scientific research that provides reliable information when building a portfolio.
We use an Evidence-Based Investment Philosophy
With so much conflicting information out there, the key to evidence-based investing lies in adhering strictly to academic standards of research. It's the easiest way to separate truth from fiction. Reliable outcomes necessitate a copious amount of representative, vast and defect-free data. Authors should remain unbiased, free from any desire to manipulate the data to reach the desired conclusion. Additional studies can replicate the same results in various contexts, eventually leading one to conclude that these outcomes are likely to remain consistent. To ensure accuracy, the data, methodology, and results must get published in reliable and authoritative peer-reviewed outlets where experts can provide valuable feedback on the discoveries. However, there should be enough time to pass to make it possible. Real-world results must get applied afterward. Put differently, even if a theoretical approach is expected to yield higher returns, the advantages must be appraised against all actual expenses and portfolio-wide exchanges. For instance, sometimes, a small source of potential profits can countervail an even more considerable one. We may combine them or favor another depending on the prevailing circumstances.
We have GIPS audited returns
Ensure that the performance of your money manager is regularly audited by a third-party professional like Global Investment Performance Standards (GIPS). Many money managers, financial advisors, stockbrokers, and planners claim consistent, superior performance, but do not provide independently-validated evidence of that performance from a firm like GIPS. It's always in your best interest to ask for a GIPS audit report. If they can't provide one, you should think twice about entrusting your money to them. For more information about GIPS, visit their website at gipsstandards.org.
The Introduction to Prosperous Investing
Once you schedule your first appointment, we will send you The Introduction To Prosperous Investing. It’s a four step approach that ensures we lay the groundwork for a prosperous investment strategy to meet your personal needs ,your goals and your vision.
