Park City, UT

Founder & Owner: Park City Wealth Advisors

Morgan Lemaitre is Founder & Owner of Park City Wealth Advisors. She believes that successful stories start before success manifests. The practice she founded and leads focuses on serving Founders, Entrepreneurs, and legacy wealth in the months leading up to liquidity events, mergers, and IPOs, and the years and generations that follow.

This approach starts with a focus on people and what’s best for them, not repetitive process – she employs this framework as she advises families about their businesses, philanthropic legacies, and family constitution. Leading with her diverse background and core-value-first approach, Morgan empowers enterprising families to define and fulfill their greater purpose. With a deep understanding of each family’s unique needs, she ensures that their wealth is best positioned to drive their passion and ambition. Through aligning inter-generational values and vision, she helps to create investment and governance strategies that endure the test of time.

Prior to founding Park City Wealth Advisors Morgan worked in the investment industry with Goldman Sachs, Raymond James, and UBS. Morgan is passionate about making a difference in the community, currently serving on the Board of Trustees for The Egyptian Theater in Park City.

An accomplished athlete, she is a two-time United States Figure Skating Gold medalist, and is a three-time competitor for the United States Junior World Synchronized Skating Team. Morgan lives in Park City, Utah with her family and loves the active lifestyle of the mountains. She spends her free time skiing, trail running, and cheering on her kids as they discover their purpose and passions. She also adores her Bernese Mountain Dog and Maine Coon Cat.

Words I Live By

Don’t be pushed by your problems, be led by your dreams.

You Should Know…

Your life is as good as your mindset. I believe to truly live fully, your world should be filled with good friends, great laughs, and wild adventure.

My Literary Love

Atlas Shrugged

The Best Getaway

In 1887 my great, great, great, uncle traveled around the world and collected butterflies. While on his journey, he would sometimes find a home he loved, and come back to our family’s property in upstate New York and build a home of similar architecture. Since that time, over a hundred years ago, this magical piece of property in the mountains has become our family gathering place each summer. From the height charts on the walls, to the babbling brook, to family suppers of 20 guests around the large black dining room table illuminated by candlelight, even the faintest smell of balsam will transport me back to memories of this special place. Our family summer home, named Hills Garden, will always be my favorite getaway.

My One Seven Reason

Our greatness comes from the choices we make. The choices we make reflect our desires and beliefs. Making the choice to found Park City Wealth Advisors, a Family Office focused on Entrepreneurs, Founders, and Legacy Wealth, represents my belief and desire to live a purposeful and meaningful life. Making the choice to build a business under One Seven, is representative of the passion and purpose found in each of my clients that drives them to live the life they were born to create. It is through our choices that we live to our greatness. Let’s let go of what no longer serves and together reach heights we never dreamed possible.

When it comes to entrusting a professional to manage and preserve wealth for your family—experience is everything and so are strong relationships. Bruce Greenwald founded Rosehaven Family Office to create and implement a process for families to manage their wealth.

A Founding Partner and Managing Director, Bruce is passionate about connecting families with what matters to them—helping to maximize their wealth to make a difference and evolve their vision for the future. With over four decades of experience as a banker, financial professional, and entrepreneur, Bruce believes in the power of building bridges. His expertise in creating pathways toward opportunities enables families to understand their wealth’s power and purpose—now and for generations to come. Bruce has advised families about their wealth since 1999.

In Bruce’s prior professional career as a trader and risk manager, he managed risk at some of the largest corporations and banks in the world, including British Petroleum, Republic National Bank of New York and Morgan Stanley. He also has been a frequent speaker at conferences, focusing on risk management strategy.

With the understanding of being an entrepreneur, Bruce is also the co-founder of MGO-One Seven, a registered investment advisory firm with offices nationwide. As a member of the Park City Angel Network, Bruce additionally serves as an advisor for start-up companies in Utah. He believes that purpose comes with community service and has recently served on the Board of Trustees for the People’s Health Clinic in Park City, Utah and The Jewish Federation of Utah. Bruce and his wife Natalie enjoy taking part in Park City’s active community, especially skiing, hiking, and biking.

Words I Live By

• When you are good you are lucky
• Only look forward, not back
• You can’t control the things other people do

You Should Know…

1. Love to ski
2. Park City, Utah is an amazing place to live
3. Want to make the world a better place

My Literary Love

The Big Short

The Best Getaway

Best place I have ever visited, Capetown, South Africa
Favorite vacation place, Kiawah Island, SC

My One Seven Reason

I really do love what I do in helping people sort out their financial lives. What is amazing, is that most people do not understand what we really do. We make a difference in every one of our client’s lives every day. We are always there for them.