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 Woodhead

Steve Woodhead was born and raised here in Utah. His dad was in the grocery business, if any of you remember “The Store”. That was actually started by Steve’s dad. So at a very young age, Steve had the blessing of working side by side with his dad, this is where he learned how to work long hours, how to treat people with respect and integrity. These are the kinds of values that he will bring to you as your fiduciary 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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