Sara Conant

CLIENT CARE ASSOCIATE

Sara has been with Interwise since 2012 and loves being part of the Wagner Team. She specializes in onboarding and maintaining pension plans, processing complex charitable donations, and coordinating 1031 Exchanges. She received her Bachelor of Science Degree from the University of Utah. She moved to Utah in 1995 and hasn’t thought about leaving since. She enjoys reading, gardening, and spending time with her husband and young son.

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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