• About Allegis Wealth Advisors

    Founded in 2009 with a commitment to help independent financial consultants better educate and inspire their clients, Allegis Wealth Advisors provides a range of investment and insurance services with an emphasis on financial security. In addition to its headquarters in South Jordan, Utah, the firm supports secondary Utah locations in Provo and Farmington, as well as an Idaho location in Idaho Falls. Allegis Wealth Advisors also is a member of FINRA and the SIPC.

    Firm cofounder and current president Heath Bowen established Allegis to serve as a “one-stop shop” providing targeted financial assistance in a range of diverse disciplines. Mr. Bowen’s specific areas of professional experience include general portfolio management and financial advice, retirement planning, life insurance, fixed annuities, and mutual funds.

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