Preslee Sotera

Client Care Associate

Bio coming soon…

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

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Entrepreneurs
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(801) 484-6004

Because each relationship is unique, scope of services varies by client and situation. We are happy to discuss what service offering would fit for your situation.

All details are included within firm regulatory filings, investment prospectuses, or other legal documents. If talking through these details are helpful, we are happy to discuss.

We place a strong priority on leveraging technology with the effort of giving you best-in-class experience. For details on these metrics, please see the respective software platforms.

CFP board owns the CFP® marks in the U.S.

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org.

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.

This website is solely for informational purposes only. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website you are leaving our site and assume total responsibility for your use at these sites. Please contact this office for further information.