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Founded with a commitment to helping 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 U… Read More
Founded with a commitment to helping 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 maintains active membership in multiple professional organizations, including the National Association of Insurance and Financial Advisors and the Society of Financial Services Professionals. It also maintains strong official affiliations with applicable regulatory bodies including the Securities and Exchange Commission.

Firm cofounder and current president Heath Bowen established Allegis in 2009 to serve as a one-stop shop, providing targeted financial and investment 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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