Pillar Capital is Growing

The past twelve months have been the busiest since I founded the firm in 2010. In that time I have been deliberate about how the firm grows, and even more deliberate about who I would trust with the families we serve. So, I am excited to announce that I have brought on Clayton Johnson, another wealth advisor, to help take this firm to the next level.

I wanted someone who brings additional experience to the team and shares the way we think about money, so I took my time. Clayton has spent more than ten years working with business owners, executives, and successful families to help them grow their wealth on an after-tax basis.

He was a lead wealth advisor at Aerodigm Wealth serving ultra-high-net-worth families, and before that spent years at Squire Wealth Advisors working with business owners through growth, liquidity events, and succession. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® (CPWA®) designations, and the CPWA® is built specifically for advising families with $5 million and up. He graduated from BYU and serves on the board of the Utah Valley Estate Planning Council, which is where I first got to know him during my time as president there.

Now we are seeing a significantly greater need to address new questions and challenges like a business sale, a concentrated stock position, a trust for the grandkids, and how to pass all of it to the next generation without giving a third or more of it to the IRS. This is why Clayton felt like the right fit. He has spent his career coordinating the tax, investment, and estate pieces so they operate together.

To be clear, I am not going anywhere, and nothing about how we invest or serve our clients changes. If anything, we seek to improve our service now that two of us are thinking about your family instead of one.

Outside the office, Clayton loves playing sports, especially volleyball, spends his weekends in the mountains with his wife Jenna and their three daughters, and is active in his community and church.

You will meet him soon. We are excited for this new opportunity to add value to you as clients of Pillar Capital.

Mike

Disclosures

All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy".

Clayton Johnson is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Clayton Johnson are offered through Savvy. Pillar Capital is an independent marketing brand name used for advertising and marketing purposes only. Pillar Capital and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.