Morgan Lemaitre

Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.

Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.