Parker Wagner, AIF

WEALTH MANAGER

From 2017-2020 Parker attended Utah Valley University and graduated with a BA in Marketing, a minor in business management, a certificate of accounting, and his real estate license. Parker has had experience managing a 75-door/$20,000,000+ real estate investment portfolio and helped clients transact the sale and purchase of real estate. While he still holds his license and passion for Real Estate, in 2021 Parker decided to team up with his brother and father to help people realize their financial goals. He is a licensed, investment advisory representative, registered representative as well as an Accredited Investment Fiduciary (AIF).

Parker loves managing the trade team and helping clients build investment and tax-efficient financial plans. In his free time he enjoys spending time with his wife, children, and dog. He loves watching BYU football, the Utah Jazz, and studying the financial markets.

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

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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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