Our Team

Left to Right: Alex LeVitre, Robert Christenson, Leann Veltri, David Luke, David Swapp, Greg Simmons, Lon Jefferies, Ray LeVitre, Abbie Johnson, Merrit Arnell, Rebecca Johnson, Curtiss Smith

Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), financial planning and investment advisory firm located in Salt Lake City, Utah. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized asset management.

We specialize in helping our clients accumulate, grow and preserve wealth. As trusted fiduciaries, we develop long-term, collaborative relationships with our clients to help them achieve financial independence.  Our success is measured by our clients’ results.

Advisors

Ray LeVitre
David Swapp
Lon Jefferies
Robert Christenson
David K. Luke
Curtiss Smith

Client Support

Leann Veltri
Greg Simmons
Abbie Johnson
Rebecca Johnson
Merrit Arnell
Spencer Slater

Compliance

Alex LeVitre