When was the last time you stopped to take stock of your finances? Are you on track to reach your short- and long-term financial goals? Do you have confidence in your current portfolio, or does it need a refresh? How prepared are you for retirement, and is your family protected in the event something happens to you?
If you call Salt Lake City home, consider entrusting your financial well-being to Trajan Wealth. Our Salt Lake City financial advisors (fiduciaries) can help you sort through these larger questions, creating a personalized plan that supports where you are in life and where you want to go.
Collaborate With A Salt Lake City Financial Advisor
When managing your finances, you want somebody who understands your situation at the local level. Connecting and collaborating with one of our Salt Lake City financial advisors means you have the attention of an expert in tune with the local economy, cost of living, and external factors that affect each.
The Trajan Approach
Plenty of places offer their financial services in Salt Lake City. But Trajan Wealth does things a bit differently.
A Team of Fiduciaries
Because we’re staffed with fiduciaries, you know you’re receiving guidance that’s genuinely in your best interest. And our approach is tailored to your circumstances and goals instead of a one-size-fits-all approach.
Two Birds, One Stone
Where else can you get retirement planning and estate planning under the same roof? As one of the first hybrid firms in the nation, you (and your finances) benefit from a big-picture, holistic approach.
Our money management fees are a flat percentage communicated upfront, so you always know what to expect. This means no surprises along the way— only consistency and transparency.
When you grow, we grow — it’s as simple as that. Our client-centric wealth management mindset is successful because we take the time to listen and build relationships, getting to know our clients as their lives unfold. This connection enables us to provide personalized advice, even as circumstances develop and change.
Want to dive deeper? Take a closer look at our approach to financial services and what sets us apart from the competition.
Our Services Include:
- Private wealth management
- Custom design portfolios
- Retirement planning
- Estate planning
Trust One of the Best Financial Advisors in Utah
For the past decade, Trajan Wealth has dedicated our expertise to managing and growing our client’s portfolios. We’re proud of our stellar reputation and unparalleled commitment to our client’s well-being. As you look toward your future, make sure your money is working for you — not just the other way around.
We have two offices dedicated to financial services in Salt Lake City, one in Draper and one in Farmington. Speak to a dedicated staff member and learn just how much our full-service team has to offer.
We look forward to hearing about your financial dreams, goals, and concerns and doing our part to support them.