CUI Wealth Management

CUI Wealth Management

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Businesses and owners utilize our services to help simplify their lives by letting us advise on the details of 401k, executive bonus plans, and owner retirement planning.

03/17/2026

Join us on April 9th at 12:00 PM MST for our Why Social Security Matters webinar, hosted in partnership with Nuveen. We’ll cover key strategies to help you make informed decisions about your Social Security benefits. Save your spot and empower your retirement planning!

Photos from CUI Wealth Management's post 03/16/2026

Inflation has been a major topic of conversation over the past several years. But another, more subtle force is affecting household budgets: shrinkflation. Swipe through for a breakdown of how they differ and how each is felt in everyday life.

We hope this breakdown is helpful. If you have questions about your overall financial strategy, don’t hesitate to reach out. We can help you evaluate your current strategy and make adjustments where needed.

02/02/2026

We are excited to invite you all to an incredible event: Plan Sponsor Attitudes: What Sponsors Want Now Webinar ! 👏📅

Mark your calendars for 2/19/2026 at 12:00 PM MST .

You can also learn more and register directly at https://us06web.zoom.us/webinar/register/4017670259638/WN_QNgh3h6HR1qNor3giqdr0w #/registration.

Looking forward to seeing you all at the Plan Sponsor Attitudes: What Sponsors Want Now Webinar ! 🥳

Photos from CUI Wealth Management's post 01/28/2026

Last week, U.S. markets whipsawed through the shortened week as tariff threats and business surveys shifted expectations for growth and Federal Reserve policy. Swipe through for more insights.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

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Telephone

Address


7730 S Union Park Avenue, Suite 250
Midvale, UT
84047

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 12pm - 2pm