Silverleaf Wealth Advisory of Raymond James
36 S Eaglet Circle
Washington, UT 84780
Hours of Operation8:00 AM tp 5:00 PM
Raymond James & Associates has been committed to providing investment and financial planning for individuals, families and businesses since 1962. By placing clients first, we take care of their financial well-being through our focus on people, not products. Raymond James has a decision-making and long-term approach that makes us conservative, pragmatic and proud of the way we do business. Our straightforward approach to doing business – along with a fundamental belief in doing what’s right – inspires us to work with integrity on a daily basis as we provide the highest caliber of service.
Mitch Oldewurtel is Senior Vice President, Investments with Silverleaf Wealth Advisory of Raymond James. Mitch utilizes a sound investment strategy and aims to provide consistent, professional advice to guide clients as they achieve their financial goals.
In addition to strategy, Mitch focuses on taking an active role towards strengthening his client’s knowledge base in the areas of retirement, tax-advantaged investing and advanced estate planning. He is able to deliver high caliber wealth management by helping to create value, focus and understanding.
Mitch began his career in US Air Force Intelligence Operations. Mitch’s extensive experience within the financial field includes tenures with Shearson Lehman Brothers, GE Capital, Vanguard, Charles Schwab, and JP Morgan Asset Management. Mitch enjoys time with his wife Diana, family and 2 dogs. He loves to travel, ski and golf in his spare time.
As your Financial Advisor, I can help you and your family define and strive to meet your goals by delivering a broad array of resources to you in the way that is most appropriate for how you invest and what you want to ultimately achieve. Working together, I can help you preserve and grow your wealth. At Raymond James you will have access to some of the world’s most seasoned and respected investment professionals, a superior trading and execution platform and a vast spectrum of investment choices.
Cash Management & Lending Products
Estate Planning Strategies
Professional Portfolio Management
Retirement Income Strategies
Retirement Plan Participants
Trust Accounts & Services
Wealth Management & Planning