Payne Wealth Management

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Description

  • Payne Wealth Management is a boutique wealth and financial management firm that was created in 2001 by Jason F. Payne, CFP®, AIF® . We are dedicated to competently and ethically guiding our clients towards their financial goals. As an financial planning firm we believe that great financial planning is an evolving process and not a singular event. We want to simplify the financial lives of our clients by managing their investments and help them build portfolios that work towards their goals. Address: 593 West 800 North, Orem UT 84057 Phone: 801-607-5670 Email: ContactUs@paynewealthmanagement.com Website: www.PayneWealthManagement.com Securities offered through Parkland Securities, LLC member FINRA (www.FINRA.org)/SIPC (http://www.SIPC.org). Investment advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Payne Wealth Management is independent of Parkland Securities, LLC and Sigma Planning Corporation. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made to personas in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC and/or SPC or Payne Wealth Management. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
  • location

    Headquarters:593 West 800 North , Orem, Utah, United States

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  • Payne Wealth Management phone

    Phone Number: +1 801-226-3450

  • Payne Wealth Management website

    Website: https://www.paynewealthmanagement.com

  • Payne Wealth Management employees

    Employees:3

  • Payne Wealth Management revenue

    Revenue:$0 - 1M

  • Payne Wealth Management legal name

    Legal Name:Payne Wealth Management

  • Payne Wealth Management's Social Media

    Payne Wealth Management linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Partner for Payne Wealth Management

Matthew Stewart

Partner

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View Employees

Matthew Stewart

Partner

Bobbi Lee

Operations Manager

Frequently Asked Questions regarding Payne Wealth Management

  • Where are Payne Wealth Management's Headquarters?

    Payne Wealth Management's Headquarters are in 593 West 800 North ,Orem,Utah,United States

  • What is Payne Wealth Management's phone number?

    Payne Wealth Management's phone number is +1 801-226-3450

  • What is Payne Wealth Management's official website?

    Payne Wealth Management's official website is https://www.paynewealthmanagement.com

  • What is Payne Wealth Management's Revenue?

    Payne Wealth Management's revenue is $0 - 1M

  • What is Payne Wealth Management's NAICS code?

    Payne Wealth Management's NAICS code is 523110

  • How many employees are working in Payne Wealth Management

    Payne Wealth Management has 3 employees

  • What is Payne Wealth Management's Industry?

    Payne Wealth Management is in the industry of Financial Services

  • Who is Payne Wealth Management's Partner?

    Payne Wealth Management's Partner is Matthew Stewart

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