Salt Lake City Wealth Management
As a registered investment advisor, we make your money work for you. Our innovative and nimble wealth management strategies revolutionize how your money can grow, no matter what’s happening worldwide. We can help you closer to home with everyday solutions, like 401(k) rollovers.
Salt Lake City Retirement Planning
Did you know that Utah is one of the most sought-after retirement locations in the United States?
From IRAs to Social Security advice, we take the guesswork and confusion out of the retirement planning process so you can enjoy all that Salt Lake City has to offer.
Salt Lake City Estate Planning
Benefit from thorough estate tax planning that maximizes what you leave behind and minimizes tax implications. Our approach helps solidify your future and secure an impactful and lasting legacy.
Turn to Our Financial Advisors in Salt Lake City
Take advantage of expert management with Salt Lake City fiduciaries dedicated to your financial well-being.
A Custom, Diversified Portfolio.
When was the last time you analyzed your portfolio composition? Our Salt Lake City fiduciaries don’t have to answer to anyone but you—creating diversified portfolios that match your goals, timelines, and preferences.
Roots Right Here in Utah.
With local Salt Lake City financial offices, we have roots in the community. Being community members ourselves gives us a deep and nuanced understanding of how Utah’s economics, taxes, benefit programs, and events can affect or even disrupt your finances.
The Financial Services You Need, All Working Together.
Work with one of the first wealth management companies nationwide offering wealth and estate planning under the same roof. Reap the benefits of a streamlined approach and skip the unnecessary hassle of splitting your needs between multiple organizations.
Unsurprising, Transparent Fees.
Our services are flat percentage fees, discussed with you in detail before our work begins. Across all of our services, our priority is transparency and support.
Build Your Ideal Financial Future
Whether you’re planning to retire in Salt Lake City or you’ve been a local for years, let’s create the future you imagine, built how you want it. Schedule an appointment with one of our expert Salt Lake City fiduciaries and see what a difference Trajan Wealth can make to your portfolio, planning, and peace of mind.
Schedule Your Appointment!
*Private equities may require accreditation.
