Cynosure Portfolio Advisors

Cynosure Wealth Advisors

Providing investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.

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Our Approach

A Thoughtful, Straightforward Approach to Financial Planning and Investment

At Cynosure Portfolio Advisors, we provide investment advisory and financial planning services designed to help clients make informed financial decisions. Our approach emphasizes clear communication, thoughtful planning, and ongoing support tailored to each client’s individual circumstances.

approach overview

Our Approach to Wealth Management.

We focus on four foundational principles that guide everything we do for our clients:

Purpose

Define the true purpose of your wealth beyond numbers—legacy, impact, and the life you envision for yourself and future generations.

Confidence

Work with advisors who have your complete trust, backed by experience from the world's most reputable firms and a fiduciary commitment to your interests.

Time

Your time is finite and invaluable. Let us handle the complexities while you focus on what matters most in your life.

Clarity

Cut through complexity to gain crystal-clear understanding of your financial position and greater rewards from simplified decision-making.

alignment

Core Advisory Services

Our advisory services are designed to support a range of financial planning and investment needs.

Investment Management

Planning & Coordination

Client Support Services

Investment advisory services for client portfolios based on individual goals and risk tolerance.
Financial planning support, including retirement and cash-flow planning.
Ongoing client communication and service support.
Portfolio construction and diversification strategies.
Tax-aware planning considerations in coordination with tax professionals.
Financial education resources to support informed decision-making.
Ongoing monitoring and rebalancing of investment accounts.
Estate and legacy planning coordination with clients’ legal advisors.
Assistance coordinating with third-party service providers, when appropriate.
Consolidated reporting for accounts under management.
Collaboration with third-party professionals at the client’s request.
Access to client portals and reporting tools provided by custodians or vendors.

Let’s start a conversation about your financial priorities. 

Cynosure Portfolio Advisors
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
888 7th Ave, Suite 2306
New York, NY 10106
Copyright 2026 © Cynosure Portfolio Advisors, LLC
All Rights Reserved
The information presented is general in nature and is not intended to address the circumstances of any particular individual or entity. Investment strategies and services discussed may not be appropriate for all clients. Cynosure Portfolio Advisors, LLC (“CPA”) is an affiliate registered investment adviser of The Cynosure Group. CPA is registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Advisory services are provided only pursuant to a written advisory agreement and in accordance with CPA’s Form ADV. A copy of CPA’s Form ADV Part 2A and Form CRS is available atwww.adviserinfo.sec.gov. Investment advisory services involve risk, including the possible loss of principal. CPA does not provide legal or tax advice, and clients should consult their own legal or tax professionals.