Melinda Klugiewicz

OFFICE MANAGER

Melinda joined our team in February 2017. She received her Associates of Science Degree in Business from Salt Lake Community College. She grew up in Utah, moved away for a few years, and came back to her roots with her husband. They adopted a little boy who is now a teenager and keeps them busy. Melinda enjoys reading and cooking.

Interwise helps high-net-worth families with wealth, tax, and estate planning.

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For the most up-to-date copy of our firm ADV 2A, ADV 2B, and Form CRS, please visit https://adviserinfo.sec.gov/firm/summary/316746 or https://reports.adviserinfo.sec.gov/crs/crs_316746.pdf to view our CRS directly.

Advisory services offered through Valued Wealth Advisors, LLC dba Interwise. Tax and accounting services offered through Interwise Tax, LLC. Advisory services are only offered to clients or prospective clients where Interwise and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Interwise unless a client service agreement is in place.

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