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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

F. Todd Schwendiman

(801) 727-8780

todd@heritagesolutionsgroup.com

Todd is the Founder and President of Heritage Solutions Group. For over 20 years, he has helped numerous families and individuals along the Wasatch Front and throughout the western United States protect their retirement assets and...

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Christian Williams

(801) 727-8780

christian@heritagesolutionsgroup.com

Christian is an Advisor for Heritage Solutions Group. He will participate in conducting annual reviews and will assist in offering tailored solutions for asset management and income planning. He has 18 years of experience in the...

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Gaelyn Schwendiman

(801) 727-8780

gaelyn@heritagesolutionsgroup.com

Gaelyn is the office manager. She has been working at Heritage Solutions Group for over 3 years. Her experience in office administration includes many different fields such as medical, dining and even spas. She likes to stay busy and...

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Alex Agnew

(801) 727-8780

alex@heritagesolutionsgroup.com

Alex is the Director of Marketing and Compliance. She joined Todd 5 years ago to assist him in the office and growing the business. She continues to work from home while raising her two girls. She grew up in Salt Lake County and...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our Mission Statement

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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