Welcome to my
We are an Utah-owned independent insurance agency. We are here to help you in all of your insurance needs. From requesting a quote on your car, business or home to a custom package that fits all of your needs, we’re your one-stop shop for all things insurance-related.
STRATEGIC TAX SOLUTIONS
Our Vision is to help business owners and individuals alike know what options are available to them in regards to Exemption, Deduction, Deferral strategies and other tax-advantaged wealth management tax saving opportunities!
Where Opportunity Meets Capital.
We provide creative, value-added funding solutions to companies and projects that are looking beyond traditional sources of capital across a variety of industries and geographic regions.
We believe that past success is a great indicator of future performance. That’s why align our investor clients with businesses and entrepreneurs who have a history of proven success and expertise.
We provide funding for large scale projects including humanitarian projects, major infrastructure projects, community development projects, real estate, and technology commercialization.
How would you like to save twenty thousand dollars ($20,000)? Our average client sees a tax reduction of more than $22,750 year after year by switching to work with us – EVEN IF they already had a CPA doing their taxes. And some of our clients have saved hundreds of thousands of dollars in taxes.
Jake Mellor is the CEO/Founder and Principal Broker of the Strategic Wealth Solutions, Strategic Tax Solutions, Strategic Insurance Solutions and A+ Farms. An MBA, Master of Accountancy, is a CPA Candidate and has been advising clients as a Certified Financial Planner Practitioner since 2012. He provides comprehensive consulting services from all aspects of operating and growing their business.
Jake is a coach of coaches. He is a financial planner, but he is also much more. He has instructed CPA Firm owners from across the country on how to help their clients implement higher-level Tax Advantaged Wealth Management Strategies.
Jake is passionate about advising successful business owners how to identify and implement strategies that some have felt were only reserved for the ELITE.
He has an uncanny ability to internalize advanced financial concepts and quickly recognize when they should be utilized in a practical setting. Unlike his fellow CERTIFIED FINANCIAL PLANNER™ professionals, Jake has advanced practical experience with an extensive business management and accounting background. With an MBA and a Master’s degree of Accounting.
Jake understands how impactful mitigating taxes now and in the future can have on a client’s overall net worth and current asset accumulation. Over the years, Jake has acquired an arsenal of strategies that can be deployed from a fiduciary perspective to improve your and your client’s financial standing.
Jake is unparalleled in his extensive knowledge and real world experience in a myriad of financial sectors such as Tax, Accounting, Insurance, and Business Management, which makes it hard to find his equal on all these levels.
Jake was successful in serving four years as a County Commissioner with the goal of making significant changes for his community which were achieved. Jake is a Military Veteran and served our great nation in Iraq during OEF/OIF during 2007-08.
We are committed to giving our clients a holistic and fact based plan supported by our professional, committed and passionate Jake Mellor team.
The following testimonials and endorsements are from individuals who may or may not be clients of Jake Mellor affiliated companies and or of OWLFI RIA, LLC. No cash or non-cash compensation has been provided in return for comments from these individuals.
THIS IS WHY OUR CLIENTS PREFER US.
We can work together to develop specific strategies to help you achieve your goals.
We’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
I want to thank my financial advisor at Mellor, who guided and advised me on how I should plan my retirement. I wanted a professional to plan my retirement, and I must say, so far, I am having a good time and gradually meeting my retirement goals.
Our business was operating smoothly, generating the revenue we set as a goal, but our main concern was managing our taxes, Jake helped us with his advanced strategies and plans solved our problem of taxes. Thank You, Jake!
Initially, my business was running smoothly, but there was a significant loss in revenue in the third quarter of the year. Jake was our guy who analyzed our financial history and suggested some great solutions that have not only recovered the losses but also led to an increment in the profits.