BANDER Wealth Management

Here’s a little reminder of what BANDER Wealth Management is all about! When you work with our team, you can expect: 1. New ideas and strategies you may not be aware of yet 2. An extra set of eyes and ears on your investments, with regular updates and analysis 3. A plan built around your risk tolerance and your goals Want to see what that could look like for you? Book a complimentary strategic financial session at banderwealth.com #FinancialPlanning #WealthManagement #CFP #FinancialAdvisor #Fiduciary #BANDERWealth

Your CPA and financial advisor should be working together, not in separate silos. That's why BANDER Wealth Management has BANDER Accounting Group. By bringing CFPs and CPAs under one roof, we create a more coordinated approach to tax planning, wealth management, and your overall financial picture. Learn more at banderwealth.com. #FinancialPlanning #taxplanning #letsinvest @CougSportsMedia @BenCriddleShow

We're excited to share that BANDER Wealth's Blayne Andersen is featured in Kiplinger's Retirement Guide 2027! It's an honor to be recognized in a nationally distributed publication that helps individuals and families make informed decisions about their financial future. At BANDER, we believe retirement planning goes beyond simply saving. It's about creating a coordinated strategy to build, preserve, and make the most of your wealth. Pick up your copy of Kiplinger's Retirement Guide 2027 on newsstands nationwide! #BANDERWealth #RetirementPlanning #Kiplingers #FinancialPlanning #WealthManagement @BenCriddleShow @CougSportsMedia

Glad we can support such a film event with clients family and friends! @BenCriddleShow @CougSportsMedia @tailgatingcrew @BANDER_810

Did you know BANDER hosts the Ultimate Tailgate at every BYU football home game in Provo, Utah? And this weekend is a big one as BYU takes on Notre Dame! If you’re heading to the game—or just happen to be in the area—stop by and join us for good food, drinks, live coverage from ESPN's @BenCriddleShow , and plenty of BYU spirit before kickoff. If you stop by, be sure to say hello to Blayne! We’d love to see you there! @tailgatingcrew @CougSportsMedia #BANDERwealth #BYUFOOTBALL #makememories

Did you know? 👀 You can catch Blayne Andersen on @CougSportsMedia every week with host @BenCriddleShow ! 🏈 Tune in on YouTube for the latest sports news, game-day conversations, and practical financial insights from Blayne. Sports, strategy, and smart financial tips—all in one place. 📺 Watch weekly on Cougar Sports Media YouTube and stay in the know—on the field and with your finances. You can also catch us on the @CougSportsMedia page here on X! #letsinvest #banderwealth #cougarsports #BYU

Q4 is here! Now is the time to review your financial plan, look for year-end tax opportunities, and make sure you’re on track for the year ahead. Don’t wait until December to start planning. 📊 If you want some input, don't be afraid to reach out to us! Contact us here: banderwealth.com/contact-us/ #FinancialPlanning #letsinvest #banderwealth #taxsmart @BenCriddleShow @CougSportsMedia

Your financial plan shouldn’t exist in one silo. Your CFP® looks at your investments, cash flow, and long-term goals. Your CPA looks at your tax strategy and how today’s decisions affect your tax bill. When those two perspectives work together, your wealth strategy can be more coordinated and intentional. At BANDER, we prioritize that collaboration. Our wealth management and accounting teams work together so your financial and tax strategies are aligned—without you having to play middleman between your advisors. One team. One house. A more connected approach to your wealth. That’s the BANDER difference. #BANDERWealth #Letsinvest #CFPCPACollaboration #FinancialPlanning @BenCriddleShow @CougSportsMedia @espnthefan

We always love a good BANDER shoutout—and hearing it from Ben Criddle makes it even better. 🏈🙌 We’re grateful for the kind words and, even more, that Ben trusts BANDER Wealth Management to be part of his financial team. We’ve loved working with Ben and appreciate the relationship we’ve built with him over the years. Thanks for the love, Ben! We’re proud to have you in the BANDER family. #letsinvest #financialplanning #clientappreciation #BANDERwealth @BenCriddleShow @espnthefan

We love supporting our clients not only in their financial journeys, but in the passions and legacies they’re building. 📕 Congratulations to Jon Andrus on the release of Rebel Wealth: The 12 Pillars of Wealth to Build a Life of Strength, Purpose, and Legacy. A great reminder that true wealth is about more than money, it’s about the life you build! #financialplanning #letsinvest #BANDERwealth #clientsuccess @BenCriddleShow

What a great night at the ballpark! ⚾️ Thank you to all of our clients, friends, and community members who joined us for BANDER Night at the Ballpark. We had a wonderful evening enjoying great food, great company, and some baseball! And to top it all off, the @ifchukars l got the win! 🎉⚾️ Thank you to everyone who came out and helped make the night so memorable! #BANDERWealth #letsinvest #clientappreciation #baseball @BenCriddleShow @espnthefan

A financial windfall can be exciting but knowing what to do with it can be just as important as how you received it. A large amount of money can create important decisions around taxes, investing, spending, and long-term wealth planning. Before making major financial moves, take a step back and create a plan for your money and your future. At BANDER, we help clients turn financial windfalls into long-term wealth through thoughtful, tax-smart planning. #letsinvest #BANDERWealth #financialplanning #financialwindfall @BenCriddleShow @espnthefan

What will the wealth you build today mean for your family tomorrow? Saving and investing are important—but so is having a plan for the wealth you hope to pass on. With thoughtful tax, investment, and estate planning, you can work toward preserving more of what you’ve built and creating a lasting financial legacy for the generations that follow. Do you have questions about how to best plan for future generations? BANDER Wealth Management can help you create a thoughtful strategy for the wealth you’re building today—and the legacy you want to leave tomorrow. Schedule a Discovery Meeting with us here: calendly.com/banderwealthman… #FinancialPlanning #EstatePlanning #letsinvest #BANDERwealth @CriddleBenjamin

Selling an investment property doesn’t always mean paying the tax bill right away. A 1031 Exchange may allow real estate investors to defer capital gains taxes by reinvesting the proceeds from a qualifying property into another investment property. The key is planning ahead. From identifying the right replacement property to coordinating the tax and investment strategy, the details matter. At BANDER, we help clients look beyond the transaction and consider how a 1031 Exchange fits into their broader financial, tax, and estate plan. Thinking about selling an investment property? Let’s talk before you sell. @espnthefan @CriddleBenjamin #1031exchange #letsinvest #financialplanning #BANDERwealth

The best portfolios aren’t built around one type of investment. They’re built with diversity. Diversification is about more than simply owning different stocks. A thoughtfully constructed portfolio can include a range of asset classes—each serving a different purpose and helping create balance across your overall strategy. At BANDER, we use the Endowment Model to look beyond traditional stocks and bonds and consider opportunities across areas like private equity, private credit, real estate, and other alternatives. Because building wealth isn’t just about finding the right investment. It’s about building the right portfolio. @espnthefan @CriddleBenjamin #letsinvest #financialplanning #endowmentmodel #banderwealth

This week on @espnthefan with @CriddleBenjamin , Randall Jones, CPA, from our BANDER Accounting Group discussed Real Estate Professional (REP) Status and how it can be a powerful tax strategy for qualifying real estate investors. REP Status may allow eligible individuals to use real estate losses to offset other income, helping reduce their overall tax liability. 🏡 If you're wondering whether REP Status could be a good fit for your situation, our team is here to help. Schedule a discovery meeting with us at: banderwealth.com/ #Letsinvest #repstatus #BANDERAccountinggroup #TaxSmartPlanning

We had a great time supporting an incredible cause at the Big O Tires of American Fork Charity Golf Tournament! ⛳️ BANDER was proud to partner with Harris Investment Group as a sponsor for this event benefiting autism awareness. It was a great day of golf, connecting with the community, and helping support an organization making a meaningful difference. Thank you to Big O Tires for putting together such a fantastic event. We're grateful to have been a part of it! 💙 #banderwealth #autismawareness #GivingBack #letsinvest @CriddleBenjamin

The world's largest endowments don't rely on a traditional 60/40 portfolio—and neither do we. At BANDER, we use the Endowment Model to build globally diversified portfolios across multiple asset classes with the goal of creating more resilient, long-term growth. It's a disciplined approach designed to help investors navigate changing markets while staying focused on what matters most: their financial future. Want to learn more about how BANDER would implement The Endowment Model with your finances? You can schedule a discovery meeting with our team with this link to learn more: calendly.com/banderwealthman… #letsinvest #BANDERwealth #endowmentmodel #FinancialPlanning @CriddleBenjamin @espnthefan