Private Wealth Management
in Salt Lake City

Navigate your financial future with confidence and build your legacy. At Trajan Wealth, we provide quality financial guidance and investment solutions to Salt Lake residents and entrepreneurs.

Our team of experienced wealth management professionals is committed to safeguarding and growing your financial portfolio through a strategic investment approach. With Trajan Wealth by your side, you’ll receive customized insights tailored to your financial objectives for today, tomorrow, and the future.


Long-term Core Capital Preservation


Growth Inline With Your Risk Tolerance Level


Low Cost Investment Options

Your Partner in Navigating the Complexities of the Financial World

Getting to Know you and your goals

Everyone’s financial goals are different. That’s why we provide a free consultation with an experienced advisor in Draper, UT, 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.


As your local Salt Lake fiduciary advisors, we put your interests first. Therefore, our recommendations always prioritize low expenses and tax efficiency to maximize your wealth growth.


Do I Need a Salt Lake City Fiduciary Advisor?

DID YOU KNOW…a fiduciary advisor is ethically bound to act in your best interests? As a result, they are required to provide you with objective advice and recommendations that align with your financial goals. This contrasts to non-fiduciary advisors who may have conflicts of interest that could influence their advice—and your investments.

Working with a Salt Lake fiduciary advisor gives you confidence that your advisor is putting your interests first, helping you make informed decisions about your financial planning strategies, potentially leading to positive long-term outcomes for your wealth.


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 the Salt Lake area with a disciplined and transparent approach to investing. Today, we provide our clients with the highest level of service and support you won’t find anywhere else.

Salt Lake City Wealth Management Solutions

Trust us to deliver personalized strategies that help you achieve your financial goals and secure a prosperous future.
When it comes to financial growth, having a well-researched investment strategy is non-negotiable. At Trajan Wealth, we believe in smart investing and offer a wide range of investment opportunities designed to maximize your returns.

Our financial advisors are equipped to manage your investments and taxes effectively. Many of our advisors hold a Certified Financial Planner (CFP) designation, giving you peace of mind that your hard-earned money is in good hands.

Partnering with Trajan Wealth means having an ally to keep a close eye on your finances 24/7. Our team provides ongoing monitoring, maintenance, and adjustments to ensure you have complete confidence and can focus on what’s ahead.

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 wealth management team.

Trajan Wealth Salt Lake City Locations

Draper, Utah

13907 Minuteman Dr, Suite 125
Utah 84020

Farmington, Utah

240 E Promontory, Suite 200
Utah 84025

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.