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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Our Team

Experience and Collaboration Focused on Client Needs

Our advisors bring experience from a range of professional backgrounds, including investment, legal, and tax environments. This experience informs a collaborative approach focused on understanding each client’s circumstances and providing thoughtful investment advice and planning support.

Experience Across Disciplines

Our team has experience across investment management, financial planning, and related professional disciplines, which supports informed decision-making for our clients.

Collaborative Approach

We work collaboratively with clients and, when appropriate, coordinate with outside tax, legal, and estate planning professionals to support comprehensive financial planning.

Personalized Service

Client relationships are supported by advisors who take time to understand individual goals and planning priorities.

Our Team

Let’s start a conversation about your financial priorities. 

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
Copyright 2026 © Cynosure Portfolio Advisors, LLC
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Cynosure Portfolio Advisors, LLC (“CPA”) is a registered investment adviser and is under common ownership with The Cynosure Group. Registration with the U.S. Securities and Exchange Commission 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. Descriptions of advisory services, personnel, and experience are provided for informational purposes only and do not imply a particular level of skill, expertise, or guarantee of results. A copy of CPA’s Form ADV Part 2A and Form CRS is available at www.adviserinfo.sec.gov. Investment advisory services involve risk, including the possible loss of principal.