About
Rhett partners with clients to bring order and clarity to the financial complexity created by expanding wealth. His work centers on helping individuals and business owners manage concentrated stock positions, understand equity compensation programs, evaluate tax implications, and balance long term priorities.
Rhett began his career with Rock House Financial after college and, in 2024, his team joined Wealth Enhancement Group to expand the resources and specialized expertise available to clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, Rhett specializes in employee stock plans, executive deferred compensation strategies, tax efficient charitable and wealth transfer planning, complex retirement cash flow planning, and investment allocation decisions. His background also includes extensive knowledge of federal employee benefits and deep experience helping small business owners diversify concentrated wealth and reduce tax burdens.
Rhett is known for his detailed, collaborative, and practical approach to simplifying financial decisions. He is dedicated to helping clients keep more of what they earn through proven tax strategies, build disciplined investment plans, access alternative investment options, and ultimately feel empowered to live the best life they can afford.
Rhett lives in Utah with his wife and their three young children. Their family life is busy and full—often spent camping, walking, wrestling, reading, or swimming together. He is active in his local church community and regularly volunteers, including teaching tax basics and personal finance classes to adults at the local high school.
Education
- BA - Finance, Brigham Young University
Resources from Rhett Sorensen
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation