Allegis Wealth Advisors
The Financial Services
Headquartered in South Jordan, Utah, Allegis Wealth Advisors supports three additional locations in Utah and Idaho. Company founders Chris Miller and Heath Bowen established Allegis Wealth Advisors in 2009 with a mission to help clients strengthen and protect their finances, while also serving as a “behind-the-scenes” partner to support independent consultants with a variety of professional tools and educational opportunities. The firm currently employs a team of talented financial consultants and investment professionals who are equipped to offer targeted advice in a range of specialized disciplines.
Working with both individual and business clients, Allegis provides a broad spectrum of insurance and investment management services including customized retirement and estate planning. To better serve its client base, it stresses the importance of employee training and support, helping insurance agents become financial advisors and creating competent client educators through its Wealth Building Cornerstones program.