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.

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

There’s a new investment account for kids starting this year.Most people haven’t heard of it yet.It’s called a Trump Acc...
04/07/2026

There’s a new investment account for kids starting this year.
Most people haven’t heard of it yet.

It’s called a Trump Account, and it’s designed to start building wealth from day one… even without earned income.

Which raises an interesting question:
If you could invest for your child from birth with tax advantages and compounding on your side... how much could that actually turn into?

We broke down how it works, who qualifies, and where it fits alongside 529s and custodial accounts:

  As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but

We tend to think of debt and credit as opposites... They’re not.They’re the same thing, just viewed from different sides...
03/31/2026

We tend to think of debt and credit as opposites... They’re not.

They’re the same thing, just viewed from different sides of the relationship.

Historically, credit wasn’t a number… it was trust.
Debt wasn’t a burden… it was a social bond.

So what changed?

And more importantly, how should that shape the way we think about money today?

We break it down here:

What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. Credit is seen as a financial tool, and a good credit score

Tax season doesn’t have to feel chaotic.For most people, the stress doesn’t come from the tax code — it comes from last-...
03/17/2026

Tax season doesn’t have to feel chaotic.

For most people, the stress doesn’t come from the tax code — it comes from last-minute scrambling, missing documents, and preventable errors.
The simplest way to make tax season smoother? Get organized early.

A few small steps can make a meaningful difference:
• Gather all income documents (W-2s, 1099s, investment statements)
• Keep records of deductions (mortgage interest, charitable giving, education expenses)
• Don’t overlook digital assets like cryptocurrency transactions
• Have last year’s return handy for verification

This is about creating clarity around your full financial picture.

Because the real value of tax season isn’t just compliance…
it’s the opportunity to identify smarter strategies moving forward.
If you want a simple, structured checklist to guide you, we’ve put one together here:
https://suncrestadvisors.com/tax-season-alert-a-less-stress-tax-filing-checklist/

If you’d like help thinking through how this fits into your broader financial plan, we’re happy to connect.



Tax season can sometimes bring a mix of anxiety and a long list of action items, but it doesn’t have to! And you don’t have to be an expert on the tax code or a senior accountant to have

A History of Credit... And Why It Still MattersMost of us use credit every day. Credit cards, auto loans, mortgages, eve...
03/11/2026

A History of Credit... And Why It Still Matters

Most of us use credit every day. Credit cards, auto loans, mortgages, even renting an apartment can depend on it.

But few people ever stop to ask: Where did the modern credit system actually come from? The story is surprisingly fascinating.

In the early days of lending, there were no credit scores. Your ability to borrow money often depended on your reputation in the community; friends, neighbors, or local business owners vouching for your character.

As the U.S. economy expanded, from railroad financing in the 1800s to modern banking, lenders needed a way to evaluate millions of borrowers more consistently. That evolution eventually led to the credit reporting system and the credit score model many lenders still use today.

Understanding how the system developed helps explain why your credit history matters so much when it comes to:
• Interest rates
• Loan approvals
• Major purchases like homes and vehicles

March is National Credit Awareness Month, which makes it a great time to check in on your financial health.

When was the last time you reviewed your credit report or checked your score?

If you’d like guidance on managing credit and strengthening your overall financial strategy, we’re always happy to help.

Read the full article here:

You’re probably familiar with credit in your everyday life. Many Americans have credit cards, use them for everyday expenses, and (most) try to act responsibly to increase their credit scores. But where did it all come from? How did “credit” come about? And why is it such

Most people don’t think about sales tax until they’re standing at the register. But over time, sales tax has a real impa...
02/24/2026

Most people don’t think about sales tax until they’re standing at the register. But over time, sales tax has a real impact, especially in retirement.

Sales tax has existed for thousands of years, from ancient Egypt to the Roman Empire. In the U.S., it became widespread during the Great Depression as states searched for stable revenue sources. Today, 45 states impose a statewide sales tax, and the rates (and exemptions) vary widely.

Why does that matter?

Because sales tax is regressive. It takes the same percentage regardless of income, which means retirees, often living on fixed incomes, can feel the impact more than others. As many retirees shift from saving to spending, a larger portion of their income may be exposed to taxable goods and services.

The good news:
Some states offer exemptions or credits for necessities like groceries and prescription drugs. Others provide specific relief for seniors. But the rules are different everywhere.

Understanding how sales tax affects your retirement income is part of building a durable financial plan.

If you’d like to learn more about where sales tax came from, and how it could impact your retirement strategy, read the full article here:
https://suncrestadvisors.com/a-history-of-the-sales-tax/

If you have questions about how state taxes factor into your retirement plan, let’s talk.

Before we take a peek into the past to see how sales tax became a part of our lives, let’s define our terms. Sales tax is a tax on the sale or exchange of an item or service and is usually paid by the consumer or purchaser. It is a source of revenue for state

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Richfield, OH

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