SALT LAKE CITY Financial Advisors

Welcome to Trajan Wealth SALT LAKE CITY

Schedule A Visit

There's no obligation. Click below or call at 1 (800) 838-3079

Salt Lake City Trajan Wealth Locations

Draper, Utah

13907 Minuteman Dr, Suite 125
Utah 84020

Farmington, Utah

240 E Promontory, Suite 200
Utah 84025

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 three 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.

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.

Schedule Your Appointment

We Love Salt Lake City: