Dax Westlund is an Investment Advisor at Digital Wealth Partners, based in West Bountiful, Utah. He studied at Weber State and holds the Series 7 and 66 licenses, the Chartered Retirement Planning Counselor (CRPC) designation, as well as Certification in Blockchain and Digital Assets (CBDA).

Dax spent the bulk of his career at Morgan Stanley and Wells Fargo, where he worked directly with clients on investment strategy and financial planning. That experience gave him a clear picture of where the gaps in most portfolios tend to show up and how to address them. He has a genuine interest in how different asset classes interact with each other and with broader economic events, maintaining a long-held curiosity since before it became his profession.

Growing up, he watched his parents work through stretches of job uncertainty, which taught him that meaningful success rarely happens overnight. Patience, perseverance, and consistency reflect the values that shape how he approaches his work.

Outside of work, Dax spends time hiking, golfing, and gardening. He has also become passionate about playing sand volleyball, especially with his kids. Watching them grow has been one of the most rewarding parts to him.

His personal commitment to building a comfortable, secure life for his own family connects him to others seeking the same goal for their families. For Dax, the first meeting is all about truly understand what you’re hoping to achieve. Figuring things out together — side by side — as a true team.