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SALT LAKE CITY Financial Advisors

Welcome to Trajan Wealth SALT LAKE CITY

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Salt Lake City Trajan Wealth Locations

Draper, Utah

13907 Minuteman Dr, Suite 125
Utah 84020

Farmington, Utah

240 E Promontory, Suite 200
Utah 84025

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.

See What's Different

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.

Plan Your Future

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.
Protect Your Assets

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.

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.

Praise From Our Salt Lake City Clients

Our Salt Lake City fiduciaries help clients
identify, plan for, and exceed their financial goals.

Checked out Trajan Wealth because of a radio ad, and have become a happy client. Steve has been great to work with, helping my Mom and I get a handle on her retirement portfolio. He has been great at listening to my Mom's needs and explaining options to her in simple terms as well as getting in the weeds with me about the nitty gritty of complex seeming investments. Their client-centric fiduciary approach has been a breath of fresh air and we have felt seen and heard even as a financial small fish compared to others. Looking forward to seeing the fees we were paying with our previous investment group turn in to growth instead.
JP L.Client
I met with Trevor Stauffer, a fiduciary advisor at their Farmington location. I chose their firm because I was referred to them from a family member. When Trevor explained what it is that they do, he made it very simple and clear, and easy to understand, as we went over the many options and services that they provide, it was simple for me to make clear choices sensible choices for my situation. I. Trevor exceeded my expectations with his depth of knowledge and ease in his explaining, and making it sensible and understandable. I have three children that I am going to make an appointment with Trevor so they can get started on their financial journey. I as a current client would highly recommend Trajan Wealth and any of there employees all whom I have dealt with over the phone or in person I’ve been fantastic.
Mike B.Client
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.

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.

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LEARN FROM OUR SALT LAKE CITY FIDUCIARIES