Our Team

team

Left to Right: Lon Jefferies, Anna Sherwood, Greg Simmons, Ray LeVitre, Curtiss Smith, Leann Veltri, Robert Christenson, David Swapp, and Alex LeVitre

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

Support

Leann Veltri
Anna Sherwood
Greg Simmons
Curtiss Smith

Compliance

Alex LeVitre