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.
Your Partner in Navigating the Complexities of the Financial World
Getting to Know you and your goals
Comprehensive Portfolio Review
AS SEEN AND HEARD ON
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.
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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
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.
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
13907 Minuteman Dr, Suite 125
240 E Promontory, Suite 200