Diversify Wealth Management

We recently brought together a group of our advisors in Puerto Rico for our Elite Advisor Summit. The goal was to celebrate those who consistently go above and beyond for the clients they serve.

A few highlights:
• Building stronger relationships and sharing ideas across our advisor community
• Conversations that go beyond surface level, focused on how to better serve clients
• Practical, insight-driven sessions designed to elevate the client experience
• A little time to recharge, with activities like ziplining, golf, snorkeling, and a day on the water
• An “Amazing Networking Race” that brought out some friendly competition
• And as always, a sunrise run led by Diversify President, Dave Laga

When advisors step away to learn, connect, and reset, it shows up in how they guide and support the families they work with.

Grateful for the group who made it such a meaningful few days. Looking forward to what it leads to for the clients and communities we serve.

We're proud to share that our very own Ryan O. Smith has been named a 2026 CEO of the Year Honoree by Utah Business. This award goes to those select CEOs who have “made it their mission to elevate the way business is done in Utah.”

We're grateful to Ryan for his vision and leadership that drives Diversify to be relentlessly remarkable in our service to our advisors and their clients.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.