South Jordan, Utah

Make planning easier with your Salt Lake City area fiduciary advisor

Our Salt Lake City area fiduciary advisor is here for you

  • If you are coming from the north: Take the 106th south exit and head west. Turn left at the 2nd light, Riverfront Parkway, and our building is on the left of the first roundabout.
  • If you are coming from the south: On I-15, take exit 114th south exit and go west for 1.1 miles. Turn right on River Front Parkway and our building will be on the left after the 2nd roundabout.
  • We are on the 3rd floor. Take the elevators to Suite #391.

Meet The fiduciary advisor

Steve Woodhead, fiduciary advisor

Steve R. Woodhead

Steven R. Woodhead was born and raised in the Salt Lake Valley of Utah. His father started a small grocery chain called, The Store. It was working at The Store side by side with his dad that Steve learned from a young age how to work long hours, and how to treat people with respect and integrity. These are the kind of values that he will bring to you as your financial advisor.
Steve graduated from Brigham Young University in 1987 with an engineering degree, after which he worked 10 years in the medical device field. In 1996, he obtained his Life and Health Insurance License and worked as a “captive” agent for a large health company. He quickly realized that being captive did not allow him to work in the best interest of his clients, so he resigned and became an independent agent. “After many years of experience and hard knocks he feels blessed to have found Trajan Wealth, where he can truly act as a fiduciary and represent his clients without any strings attached.”

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