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Wynn Wealth Management works with business owners, professionals, and families who want a more coordinated approach to retirement income, investments, taxes, Social Security, insurance, and long-term financial decisions.

Retirement & Wealth Planning

Clear Financial Direction

Understand where you stand today and what steps can move you toward your long-term goals.

Maximize Wealth,
Build a Legacy, and Secure Your Future!

Coordinated Strategy

Bring retirement, investments, taxes, insurance, and other financial decisions into one connected plan.

Ongoing Guidance

Stay supported as your priorities, finances, and life circumstances change over time.

Confidential

No obligation required

Clear next steps

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Meet Doug Jones

Doug Wynn, founder of Wynn Wealth Management, grew up in Salt Lake City, Utah, where his interest in helping others reach their financial goals began. After completing his degree, he joined Sterling Financial Group and advanced into leadership roles, serving as Manager, Vice President, and eventually an Owner.

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Doug later sold his ownership interest to establish Wynn Wealth Management, creating a firm that reflected his approach to comprehensive, personalized financial guidance.

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Since 1994, Doug has helped clients across the country navigate their financial decisions. His experience spans income planning, life insurance, retirement strategies, long-term care, Social Security, and tax advisory services. He takes time to evaluate each client’s options and develop recommendations suited to their goals, approaching their portfolios with the care and attention he gives his own.

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Doug has also taught financial planning workshops nationwide, helping people understand complex topics and put that knowledge into practice. His thoughtful approach and commitment to lasting relationships are central to the way he serves his clients.

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Outside of work, Doug enjoys golfing, skiing, hiking, and spending time outdoors. Staying active is an important part of his routine, and he enjoys reading biographies and keeping up with developments in finance. Above all, he values time with his wife, their three children, and one grandchild.

Our Services

We help business owners design compensation strategies that balance personal income needs with business growth and tax efficiency. Instead of guessing or copying what others do, we create a structure that fits your business model, entity type, and future goals.

Retirement Income Planning

Thinking through how you may generate income in retirement from different sources, at different times, and in coordination with your other planning.

Retirement Strategy & Risk

Evaluating how investment risk, portfolio structure and market variability may interact with your retirement timeline and income needs.

Social Security Planning

Exploring the timing and coordination of Social Security benefits relative to other income sources and your overall retirement plan.

Life Insurance Planning

We help you explore life insurance options based on your family’s needs, financial responsibilities, and long-term goals. Whether you’re choosing coverage for the first time or reviewing an existing policy, we provide clear guidance to help you make an informed decision.

Long-Term Care Planning

We help you explore options for future care costs and understand how they fit into your retirement plan. Together, we consider your preferences, resources, and family’s needs to create a thoughtful approach that supports your choices as you age.

Who We Serve

Every financial journey looks different. We work with individuals, families, professionals, and business owners who want greater clarity around their wealth and a coordinated strategy for the years ahead.

Approaching Retirement

You’ve spent years building your savings. Now the focus shifts to turning those assets into a retirement income strategy designed around your lifestyle, priorities, and long-term goals.

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Professionals & 401(k) Transitions

Changing jobs, retiring, or leaving an employer can bring important decisions about your 401(k) and other retirement assets. We help you understand your options and how they may fit within your broader financial plan.

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Business Owners & Entrepreneurs

Your personal and business finances are often closely connected. We help business owners think strategically about retirement, investments, tax-aware planning, risk, and the financial decisions that come with growing, transitioning, or selling a business.

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Families Building & Preserving Wealth

For families who have accumulated meaningful assets, planning becomes about more than investment performance. We help coordinate retirement income, Social Security, insurance, tax considerations, and legacy planning around the life you want to build.

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Retirement, Protection, and Planning

Explore three important considerations as you plan for retirement and your family's future. 

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Financial Decisions Become More Important as Life Gets More Complex.

Whether retirement is approaching, you're transitioning from a career, managing a business, or thinking about the legacy you want to leave behind, having a clear financial strategy can make the decisions ahead easier to understand.

Approaching Retirement

Business Owners

Career & 401(k) Transitions

Families Planning Ahead

Built Around the Way We Believe Financial Advice Should Feel

At Wynn Wealth Management, financial planning starts with understanding you. Your priorities, your family, and the future you envision. We take time to listen, explain your options, and develop recommendations that reflect your circumstances.

 

Four principles shape our approach: accountability, listening, attention to detail, and honesty.

Accountability

A financial plan becomes more valuable when there is an ongoing process around it.

Listening

A financial plan becomes more valuable when there is an ongoing process around it.

Detail

Important financial decisions deserve careful attention and thoughtful discussion.

Honesty

Clear conversations matter especially when financial decisions involve uncertainty, tradeoffs, and risk.

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Planning for the People and Priorities That Matter Most.

Life insurance can play an important role in a broader financial plan. We help you consider your coverage in the context of your family, income needs, financial responsibilities, estate-planning goals, and other long-term priorities.

Blogs & Helpful Resources

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Retirement Planning

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Evaluating how investment risk, portfolio structure and market variability may interact with your retirement timeline and income needs.

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Social Security

Blog Title 

Evaluating how investment risk, portfolio structure and market variability may interact with your retirement timeline and income needs.

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Estate & Legacy Planning

Blog Title 

Evaluating how investment risk, portfolio structure and market variability may interact with your retirement timeline and income needs.

Wynn Wealth Management

Comprehensive financial planning designed to help individuals, families, and business owners make informed decisions, build long-term financial confidence, and work toward the future they envision.

SERVICES

QUICK LINKS

ABOUT

CONTACT INFORMATION

6235 N Fox Canyon Drive, Suite 200 Lehi, Utah 84043

IMPORTANT DISCLOSURES: Wynn Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The information on this website is for educational and informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. The information presented here should not be relied upon as the sole basis for any investment decision. Clients and prospective clients should carefully consider their investment objectives, risk tolerance, and time horizon before making any financial decisions. Doug Jones holds a Series 65 securities license and operates as a fiduciary in his advisory capacity. Registration status and capacity in which services are offered should be verified through the firm's current Form ADV prior to engaging.

 

COMPLIANCE REVIEW REQUIRED BEFORE PUBLICATION: Current Form ADV, Form CRS / Client Relationship Summary, state registration confirmation, jurisdictional disclosures, fee structure disclosure, insurance and broker-dealer affiliations, and all lead-form consent language must be reviewed and approved by qualified legal counsel before this website is made publicly available.

 

© 2026 Wynn Wealth Management, LLC. All rights reserved. | 6235 N Fox Canyon Drive, Suite 200, Lehi, Utah 84043 | (801) 718-6552

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