Navigate Your Financial Future
With Confidence and Build Your Legacy.
With Trajan Wealth by your side, you’ll receive customized insights tailored to your financial objectives for today, tomorrow, and the future.
Preservation: Long-term Core Capital Preservation.
Growth: Growth Inline With Your Risk Tolerance Level.
Options: Low-Cost Investment Options.
Your Partner in Navigating the Complexities of the Financial World
Becoming a client is easy as 1, 2, 3.
Getting to Know
You & Your Goals
Everyone’s financial goals are different. That’s why we provide a free consultation with an experienced advisor in one of our Salt Lake City offices, to connect with you personally and find a financial path that fits your lifestyle.
Comprehensive Portfolio
Review
We’ll thoroughly review your portfolio to identify growth opportunities and help you safeguard your assets based on your goals, risk tolerance, timeline, and other differentiating factors.
Portfolio
Recommendation
As your local Salt Lake fiduciary advisors, we put your interests first. Therefore, our recommendations always prioritize low expenses and tax efficiency to help build your wealth.
As Seen And Heard On
Fiduciary vs. Non-Fiduciary Financial Advisors
Did you know… A fiduciary advisor is obligated to act in your best interests? This means they are required to offer unbiased advice and recommendations that align with your financial objectives. In contrast, non-fiduciary advisors may have conflicts of interest that could impact their advice and your investments.
Collaborating with one of our fiduciary advisors ensures that they can prioritize your specific interests and help you make important financial planning decisions.
Get The Facts
Proudly Serving the Crossroads of the West
Whether you’re starting to build your wealth or looking to preserve and grow your assets, our Salt Lake advisors can help you achieve your financial aspirations.
Our services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- And much more
Since 2012, we’ve served clients with a disciplined and transparent approach to investing. Today, we provide our clients with an exceptional level of service and support.
Comprehensive Wealth Management
for a Secure Tomorrow
Successful wealth management requires industry knowledge, experience, time, and dedication. Rather than handle it yourself or turn to other institutions that put their bottom line before yours, partner with Trajan Wealth. Our team is well-equipped to manage large to complex portfolios, always prioritizing your needs and risk tolerance levels.
Schedule an in-person or online meeting with our Salt Lake team.
Trajan Wealth Salt Lake City Locations
Comprehensive Salt Lake Financial Services
Properly managing your wealth is essential when planning for your retirement. Learn more about our Salt Lake retirement planning services.
