Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living

Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living

From Orion's The Weighing Machine by Orion Portfolio Solutions

May 27, 2025 · 48 min · Episode 291

About this episode

Morgan Lemaitre discusses building a legacy through intentional living and the parallels between competitive ice skating and wealth management.

This week, Rusty Vanneman and Robyn Murray talk with Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. In this episode, we will discuss helping clients define success, intergenerational legacies and intentionally constructing your financial life. In addition, we take a closer look at what competitive ice skating has in common with wealth management.

People in this episode

Guest: Morgan Lemaitre

Topics covered

  • intentional living
  • intergenerational legacies
  • wealth management
  • defining success

Keywords

  • financial life
  • Park City Wealth Advisors
  • success

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