Episode Summary
On this episode of Utah Business Spotlight, host Peter Anthony sits with Curtis G. Marsh, founder of Capital Growth Management and CGM Wealth Advisors. Curtis G. Marsh started in financial services in 1986 with Merrill Lynch and Shearson Lehman Brothers, founded Capital Growth Management in 2006, and built the firm around a single thesis: it is not what you make, it is what you keep, and zero is your hero.
Curtis G. Marsh walks Peter Anthony through the firm's core strategy of guaranteed retirement income built through hedging strategies, indexing, and a disciplined focus on protecting clients on the downside. Curtis G. Marsh frames inflation as the silent wealth killer, healthcare costs alone up roughly 30 percent for retirees, and explains why high net worth without a paycheck is not the same as financial freedom. The Capital Growth Management approach is built so clients have income they cannot outlive.
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The conversation moves into tax strategy, which Curtis G. Marsh sharply distinguishes from tax preparation. Roughly 80 percent of CGM Wealth Advisors' tax strategy business comes from CPAs who only prep and file. Curtis G. Marsh deploys roughly seven different tax mitigation strategies, including a charitable historical-document donation strategy where clients purchase historically significant western mining and Bamberger family documents at one value, donate them to institutions like the University of Utah and UNLV at appraised fair market value, and capture a substantial charitable deduction while preserving the documents in perpetuity.
Curtis G. Marsh and Peter Anthony go deep on why business owners cannot afford to wait. Self-employed Utah operators do not get a corporate retirement plan handed to them. Compounding interest cannot be replaced. Curtis G. Marsh shares the discipline taught to him at 23 and to his granddaughter today, pay yourself first, even ten percent, and references The Richest Man in Babylon, Think and Grow Rich, and Rich Dad Poor Dad as the foundational reading list. The episode closes on Bitcoin, speculation, market crashes including the 1987 and 2008 drawdowns, and the Christmas Box House charity Capital Growth Management is supporting this year. Find Curtis G. Marsh at cgmwealthadvisors.com. Utah Business Spotlight is produced by The INCubator AI Marketing Agency and filmed in Sandy, Utah.
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