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
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.