Heidi Westfall - Financial Advisor at RTI Wealth Management

Heidi Westfall - Financial Advisor at RTI Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heidi Westfall - Financial Advisor at RTI Wealth Management, Financial service, 488 E Wi******er Str. , Suite 400, Salt Lake City, UT.

I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to lasting wealth.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
06/08/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
06/06/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
06/05/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
06/03/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
06/01/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Ready to retire? Prepare with these key questions for those ready to take the big step.
05/30/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
05/29/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The beans brewed for your morning coffee may have changed hands many times.
05/27/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Thinking of volunteering in retirement? Some considerations.
05/25/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Address

488 E Wi******er Str. , Suite 400
Salt Lake City, UT
84107

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18016831208

Website

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