We are here to help you:
Optimize your Qualtrics benefits with a coordinated plan
Use tax strategies that keep more of your money working for you
Live well now while preparing for big goals like retirement
How Do You Plan for Tomorrow When You’re Busy Today?
At Qualtrics, innovation is part of your work. But when it comes to your own financial life, it’s easy to feel:
Unsure if your finances are structured to create the life you want
Overconcentrated in company stock and uncertain about your next move
Focused on career and family, without time to manage the financial details
You’ve built something remarkable. Now it’s about carrying that same sense of purpose into your finances. At Parkshore, we serve as your financial guide, helping you translate complexity into clarity. Our goal is to take long-term planning off your plate so you can enjoy life today, knowing tomorrow is accounted for.
Turn Benefits into a Long-Term Plan
Your Qualtrics compensation and benefits are the building blocks of your future. We’ll help you put them to work in a way that supports life today and in the years ahead:
Maximize Your 401(k)
Align pre-tax, Roth, and after-tax contributions with your retirement vision.
Put Your HSA to Work
Treat your health savings account as more than an emergency fund—make it part of your retirement strategy.
Handle Equity with Intention
Turn concentrated company stock and equity plans into opportunities for lasting wealth.
How We Build Confidence into Your Plan
We follow an evidence-based approach to investing and financial planning so your strategy is guided by research, not guesswork.
Our advisors are all CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, trained to integrate all your financial pieces into one coordinated plan built around your goals.
With an Enrolled Agent (EA) on staff, tax-efficent planning is built in from the start.
Clarity for Today. Confidence for Tomorrow.
Your financial life is more than a 401(k) or stock plan—it’s the whole picture of how career success supports the life you want. At Parkshore Wealth Management, we take a comprehensive approach, bringing together all your financial details into a coordinated, goals-based plan.
Based in the heart of Silicon Slopes, we serve Qualtrics professionals in Provo and beyond, helping busy professionals balance today’s life with tomorrow’s plans.
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As a fee-only fiduciary firm, we work only for you, not commissions. Our goal is simple: give you the financial freedom to focus on your career, family, and what matters most. Meet with us in Lehi or virtually—whatever fits your schedule best.
100% Fiduciary Duty
No Commissions, Ever
CFP® Professional Advisory Team
EA for Tax Planning
Local Lehi Location & Virtual Options
Comprehensive Planning for Your Financial Life
401(k) & HSA Optimization
Equity & Stock Planning
Tax Planning & Preparation*
Investment Management
Retirement Income Planning
Cash Flow & Savings Strategies
Estate & Legacy Planning
Ongoing, Fee-Only Advice
*Additional fees may apply.
Want a free second opinion on your current investment portfolio or financial plan? Schedule a chat today.
Here’s How to Work with Us
STEP 1
Schedule a Chat
Meet in Lehi or online to discuss your goal and how we can help.
STEP 2
Establish the relationship
You decide whether we’re a fit and if you’d like to move forward.
STEP 3
Receive a Framework
We start crafting the financial blueprint for the life you envision.
Are We a Match?
We may be a good fit if you:
Work at Qualtrics, in Silicon Slopes or remotely
Want to integrate your 401(k), HSA, and equity into a bigger plan
Value a long-term relationship with a financial advisor who puts your interests first
Have investable assets of $500,000 or more
At Parkshore, our mission is simple: help Qualtrics professionals live fully today while planning confidently for tomorrow.
Take the First Step—Schedule a Chat
Enjoy life today with the confidence that your future is being cared for. Schedule a call to start aligning your finances with the life you envision.