Business Details
5 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Coign Capital is a fee-based fiduciary dedicated to helping clients thrive through personalized wealth management solutions. Our team combines institutional market expertise with tailored investment strategies aligned with individual values and long-term goals. We employ a structured R.I.S.E. process that begins with understanding client financial visions and evolves through continuous monitoring and adaptation. With a focus on transparency and client-centric service, we serve visionary families and individuals seeking to preserve and grow their assets. Our approach integrates comprehensive capital management with innovative strategies to address unique financial circumstances.The firm emphasizes fiduciary responsibility while maintaining agility to create customized solutions for diverse client needs. Backed by a team of certified professionals, we deliver institutional-grade investment opportunities with personalized attention. Our commitment extends beyond financial metrics to encompass the deeper purpose behind each client's wealth. Through regular reporting and collaborative planning, we ensure investments remain aligned with evolving life objectives. This philosophy has earned us long-term relationships with clients who value our expertise and ethical standards.
Services
Wealth Management
Retirement Planning
Investment Advisory
Tax Strategy
Estate Planning
Details
- Year established: 2021
Highlights and features
- We operate as a fee-based fiduciary with client interests as our priority
- Our team-based approach combines diverse expertise for comprehensive solutions
- We create personalized investment strategies aligned with individual values
- Certified professionals with institutional market experience serve our clients
- Regular reporting ensures continuous alignment with evolving financial goals
Associations and certifications
- Registered Investment Adviser (SEC)
What people say
Personalized solutions
Experienced team
Responsive and professional
Helped organize finances
Great organization
Services
Wealth Management
Our wealth management services combine institutional market expertise with personalized strategies tailored to individual financial goals. We create comprehensive plans that address asset preservation, growth, and distribution while maintaining strict fiduciary standards. The service includes ongoing portfolio monitoring and adjustments to ensure alignment with evolving client objectives.
Retirement Planning
Specialized retirement planning focuses on creating sustainable income streams while optimizing tax efficiency. We develop customized strategies that consider current assets, future projections, and lifestyle goals to ensure financial security throughout retirement years. Our approach incorporates risk management and estate planning considerations.
Investment Advisory
Investment advisory services provide access to institutional-grade opportunities through personalized portfolio construction. We implement evidence-based strategies while maintaining flexibility to adapt to changing market conditions and client circumstances. Regular performance reporting ensures transparency and accountability in investment decisions.
Tax Strategy
Our tax strategy services focus on minimizing liabilities through legal optimization techniques and strategic planning. We coordinate with tax professionals to implement solutions that enhance overall financial efficiency while maintaining compliance with regulatory requirements. The approach considers both current and future tax implications of financial decisions.
Estate Planning
Estate planning services ensure wealth preservation and transfer according to client wishes. We collaborate with legal professionals to create comprehensive plans that address asset distribution, tax considerations, and family needs. The process includes regular reviews to maintain alignment with changing circumstances and regulations.
People
J. Matthew Zundel
Founding Partner
J. Matthew Zundel established Coign Capital with a vision for client-centered wealth management. His leadership focuses on combining institutional expertise with personalized service while maintaining fiduciary integrity across all client relationships.
Heather Syrett
Director of Operations
Heather Syrett oversees operational excellence at Coign Capital, ensuring efficient service delivery while maintaining compliance standards. Her focus on process optimization supports the firm's commitment to delivering high-quality client experiences through structured financial planning frameworks.
M. Brandon Riley
Senior Wealth Advisor
As Senior Wealth Advisor, M. Brandon Riley combines CFP and CRPC certifications to develop comprehensive financial strategies. His expertise in personalized investment solutions helps clients navigate complex financial decisions while maintaining alignment with long-term objectives.
Adam G. Lefler
Partner, Wealth Advisor
Adam G. Lefler provides strategic wealth advisory services with emphasis on client relationship development. His approach focuses on understanding individual financial visions to create tailored investment strategies that evolve with changing client needs.
Courtland Adams
Managing Partner
Courtland Adams leads client service initiatives at Coign Capital, emphasizing personalized financial solutions. His management approach prioritizes client education and transparent communication while ensuring adherence to fiduciary standards across all advisory services.
Questions
What investment approach does Coign Capital use?
We employ a personalized, evidence-based approach combining institutional market access with tailored strategies that align with individual financial goals and risk tolerance levels.
How does the R.I.S.E. process work?
Our R.I.S.E. framework involves Relating to client goals, Identifying appropriate opportunities, Serving through implementation, and Evolving strategies with regular reviews and adjustments.
What fee structure do you use?
We operate as a fee-based fiduciary, charging transparent management fees based on assets under advisement without hidden commissions or transaction costs.
Do you work with out-of-state clients?
While based in Utah, we provide services to clients across the country through virtual consultations and digital portfolio management tools while maintaining compliance standards.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Retirement Planning Counselors (CRPC), and professionals with extensive industry experience maintaining fiduciary certifications.
How often are investment reviews conducted?
We provide quarterly performance reports and schedule regular review meetings to ensure investment strategies remain aligned with evolving client objectives and market conditions.
