Cynosure Portfolio Advisors

Cynosure Wealth Advisors

Providing investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.

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In The News

Preparing for a Successful Business Exit

November 3rd 2025

An Overview of how high-net-worth business owners navigate the complex journey of selling their business venture.

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QSBS for Founders and Investors: Blueprint to Unlocking the Tax Exclusion

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Cynosure Portfolio Advisors
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
888 7th Ave, Suite 2306
New York, NY 10106
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The information presented is general in nature and is not intended to address the circumstances of any particular individual or entity. Investment strategies and services discussed may not be appropriate for all clients. Cynosure Portfolio Advisors, LLC (“CPA”) is an affiliate registered investment adviser of The Cynosure Group. CPA is registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Advisory services are provided only pursuant to a written advisory agreement and in accordance with CPA’s Form ADV. A copy of CPA’s Form ADV Part 2A and Form CRS is available atwww.adviserinfo.sec.gov. Investment advisory services involve risk, including the possible loss of principal. CPA does not provide legal or tax advice, and clients should consult their own legal or tax professionals.