Managing Director – Family Office, Business Succession/Exit Planning (Integrity IDF)
Loren Wengerd received a BA from Yale University in 2001. He holds a Series 65 securities license. Loren's underlying driving force as a licensed financial advisor is in helping business families and family offices navigate through seasons of growth and wealth accumulation to accomplish effective stewardship, philanthropy, and generational wealth transfer. An educator at heart, Loren not only enjoys engaging in the execution of well-designed holistic financial planning, but also the process of ensuring his clients gain a deeper understanding behind recommendations and strategies.
In addition, Loren's passion extends well beyond advising a single generation, nurturing communication and trust that extends inter-generationally, helping families craft a vision for perpetuity to the fourth generation and beyond. His background as a business owner and participant in his family's real estate and investment activities provides firsthand knowledge and experience that proves invaluable in helping families discern optimal approaches that advance short, medium, and long-term goals.
Outside of Integrity, Loren lives with his wife and children in Jackson Hole, Wyoming, where they enjoy spending as much time as possible outdoors in all seasons, from summer hiking and campfires to skiing and other winter snow sports.