Amir De la Vega
The best guidance starts with trust. Business owners deserve coordinated support as they consider where they are and where they could be.
Value acceleration & business planning.
Helping business owners consider practical structure, team, and planning priorities.
Value Acceleration
Identify practical steps that may help strengthen business value over time.
Business Owner Planning
Explore cash flow, entity structure, and long-term wealth goals in coordination with the owner's professional team.
Genuine Connections
Help owners coordinate conversations with relevant professionals based on their needs.
Exit & Succession Readiness
Prepare for an exit or family handoff with coordinated planning and independent professional input.
Integrated Financial Guidance
Offer practical guidance and, where appropriate, coordinate with client-retained independent professionals.
Construction & Trade Advisory
Focused guidance for construction, homebuilding, and specialty trade owners.
Owners who value trust over transactions.
Construction. Founders. Families.
Trust over transactions.
Amir De la Vega brings twenty years of experience in personal and business financial planning. His focus is practical guidance for owners who lack easy access. That mission began with the Spanish-speaking community and grew into a commitment to underserved business owners. Financial planning is provided only through MMLIS representatives approved to provide it, in a separate capacity from insurance and investment services.
Amir is launching an independent value-acceleration practice for construction, homebuilding, and specialty trade owners across Utah. He helps them consider ways to strengthen business value through structure, team, and planning.
Within 12 Stones, Amir helps owners coordinate with professionals they retain independently when tax, legal, charitable, estate, or valuation questions arise. Those professionals are not part of 12 Stones or MMLIS, and 12 Stones does not provide legal, tax, trust-structuring, or valuation services. His approach reflects the firm's belief that business owners deserve thoughtful stewardship.