Expertise & Services
Tailored Financial Planning
Retirement Planning
We create a clear path for your future. Our team helps you transition from saving to spending with confidence and stability.
Social Security Strategies
Identify the best time to start your benefits. We show you how to maximize your monthly income through simple, smart timing.
Long-Term Care Planning
Protect your savings from rising healthcare costs. We help you find practical ways to fund care if you ever need it.
Insurance & Protection
Secure your legacy for those you love. We review your coverage to ensure your family remains protected no matter what.
Disciplined Strategy
Clear Communication
Woman-Owned Perspective
We adhere to a rigorous, data-driven framework that removes emotion from the financial process, ensuring your retirement roadmap remains steady through every market cycle.
Sophisticated advice shouldn't be complicated. We provide transparent reporting and straightforward guidance, ensuring you always understand the 'why' behind every strategy.
As a boutique female-led firm, we prioritize deep trust and longevity in our relationships. Our artisanal approach reflects a commitment to protecting legacies across generations.
A Legacy of Trust
The Peak of Guidance
At Wasatch Peaks Advisors, we believe that financial security is the foundation of a meaningful life. As a 100% woman-owned legacy firm, we bring a unique perspective to your retirement planning, focused on disciplined strategies and effective communication. We are dedicated to helping all clients navigate the complexities of Social Security, Long Term Care, and Savings with artisanal care and precision.
Meet Melodie
Melodie leads a boutique, female-led firm known for its artisanal, highly personalized approach to financial guidance. Her vision is rooted in creating deep, lasting trust through a commitment to excellence and a genuine focus on each family's unique legacy.
Well known throughout the Salt Lake Valley for her tireless animal advocacy and fostering, Melodie brings that same heart and dedication to her professional community. Her service-oriented spirit ensures that every client receives the care and attention they deserve.
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Long Term Care • Life Insurance • Medicare • Annuities •