Work with Us – Cairn Advisors

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About Us

WORK WITH US

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Contact us, and let us know how we can work with you so that we can start helping you plan for what matters.

(801) 443-1099
service@cairnadvisors.com

387 West 600 North
Lindon, UT 84042

Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Cairn Advisors are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Insurance is sold through the independently licensed agents. Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Investments involve risk and are not guaranteed. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Kristi Bartholomew and Jeremy Dopp are Investment Advisor Representatives with IAMS Wealth Management. Any references to protection benefits or steady and reliable income streams on this website generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

Form CRS Client Relationship Summary