What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 12pm - 2pm

CUI Wealth Management

Home
United States
Midvale, UT
CUI Wealth Management

Call Directions Website Contact the business

We understand the needs of business owners, plan sponsors, and executive teams.

Businesses and owners utilize our services to help simplify their lives by letting us advise on the details of 401k, executive bonus plans, and owner retirement planning.

09/17/2026

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpful insight for employers evaluating their current benefits strategy. Swipe through for notable trends shaping the retirement plan landscape.

If you are an employer looking to review your retirement benefits strategy or plan design, reach out to us today. We are here to help you understand your available options or discuss your current plan.

08/14/2026

Proud to sponsor the Salt Lake SHRM 401(k) and Benefits Summit on August 25. It will be a day of practical guidance for HR teams on retirement plans, benefits strategy, and compliance — plus SHRM PDC and HRCI recertification credits. Register: https://slshrm.org/index.php/events #!event/2026/8/25/salt-lake-shrm-annual-401k-and-benefits-summit

08/05/2026

Mark your calendars for our upcoming Salt Lake SHRM Annual 401(K) and Benefits Summit on August 25, 2026 from 8 AM - 1 PM.

We’d love to see each one of you there, making the event even more special! You can learn more and register directly at https://slshrm.org/index.php/events #!event/register/2026/8/25/salt-lake-shrm-annual-401k-and-benefits-summit

Discount code: BenSumCUI26

See you soon!

07/16/2026

Business transitions often require careful planning for retirement plans. Once a decision is made about the future of a 401(k) plan, plan sponsors typically need to address several operational and compliance considerations. Swipe through to learn more.

If your organization is navigating a business transition, contact us to discuss how thoughtful planning can help keep your 401(k) plan compliant and your employees informed.

07/07/2026

Summer is the season most of us look forward to all year, and for many, that means vacation is finally on the horizon. But before you pack your bags, it is worth taking a moment to make sure your travel plans are financially sound. Swipe through this month's quiz to test your vacation spending knowledge and see how travel-ready your finances really are!

If you have questions about budgeting for your financial goals or want to talk through your overall financial picture, give us a call. We are here to support your financial journey.

06/24/2026

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by reducing tax liability, improving employee satisfaction, and giving you a competitive edge in attracting and retaining top talent.

Our team is here to help you craft and manage your team’s 401(k) plan. From plan structure to employee communication tips, we are here to support you. Give us a call today, and we can get started.

03/30/2026

Are you coming to the Social Security Webinar on April 9th at 12 PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: April 9, 2026
Time: 12-1 PM MST
Location: https://us06web.zoom.us/webinar/register/WN_yZ1DYRZHRSCG64ea9dIFoQ #/registration

Looking forward to seeing you all there! 🥳

03/27/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.

03/23/2026

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.

In measuring your plan against peers in your industry, benchmarking offers helpful context as you consider your options for next year. And while it might seem early to be thinking about your 2027 plans, starting the process now can help ensure there is ample runway to act on improvements.

If you’re interested in starting the process or have questions, give us a call. We’re here to help make sure your plan is working hard for both you and your team.

03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Address

7730 S Union Park Avenue, Suite 250
Midvale, UT
84047

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	12pm - 2pm

Telephone

+18015050548

Website

http://www.cuiwealth.com/

Alerts

Be the first to know and let us send you an email when CUI Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CUI Wealth Management:

Want your business to be the top-listed finance company in Midvale?