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9125 South Monroe Plaza, Suite A, Sandy, UT 84070

385-479-9469
Jodi@vawdreywmg.com
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Proactive Planning

Honing in on your most valuable resources. 

Education and Empowerment

Keeping you in the driver's seat of your financial plan.

Family First Approach

Helping you live a purposeful life.

Behavioral Finance

Aligning your actions with your values and spending strategy.

Individualized, proactive financial planning

Individualized, proactive financial planning

Providing a clear path to help you pursue your financial goals through education and empowerment is our top priority. Enhancing your quality of life through family first financial planning is our commitment.

Learn more about building your bridge between saving for retirement and planning for retirement

Collaborative, high-touch planning. Holistic financial solutions.

We advocate for and deliver what is most important to you through a comprehensive suite of services.

Holistic planning

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Investment Management

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Financial Education

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Your Journey starts here. We can help you bridge the gap between where you are and where you want to be.

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Financial guidance through the lens of your values

Each personalized financial strategy begins and ends with you. And we educate you along the way so you are making informed decisions that build your savings and help you live your best life – no matter what stage you’re in.

Evaluate

You Talk – We Listen – We Collaborate

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Create

We Develop – We Present – You Approve

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Implement

We Deploy – You Live – We Adapt

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Review

We Meet – We Update – You Participate

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Integrity, education and collaboration are at our core

We have the resources of a large firm, with the personal attention of a small practice. Meet the Vawdrey Wealth Management Group and experience the difference for yourself. Click each picture to learn more about our team.

Alysha Webster

Administrative assistant

Charisse Baxter

Charisse Baxter

Administrative Assistant

Jodi Vawdrey

Jodi Vawdrey

Financial Advisor

385-722-4040

KC Vawdrey

KC Vawdrey

Operations Manager

385-479-9469

Macey Haley

Macey Haley

Administrative Assistant

Learning Center

Education is one of our pillars. We believe that combining a sound financial plan with teaching you how to spend money both now and in the future, breaks you free from financial worry and keeps you proactively involved along the way.

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