Wealth Management in Salt Lake County, UT

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List of Firms

Salt Lake County, UT Wealth Management Firms

Fortress Asset Management
Location 2150 S 1300 E #110, Salt Lake City, UT 84106, USA
Phone (801) 990-0880
Language https://fortressassetmanagement.com/
Directions
Twin Peaks Wealth Management
Location 1400 Foothill Dr #32, Salt Lake City, UT 84108, USA
Phone (801) 557-8725
Language http://www.twinpeakswealth.com/
Directions
RBC Wealth Management Branch - Salt Lake City
5 out of 5
Location 1260 E Stringham Ave Suite 300, Salt Lake City, UT 84106, USA
Phone (801) 656-2900
Language https://us.rbcwealthmanagement.com/saltlakecity?utm_source=GMB&utm_medium=Yext
Directions
Elite Wealth Management - UBS Financial Services Inc.
Location 95 State St Suite 2210, Salt Lake City, UT 84111, USA
Phone (801) 524-1830
Language https://advisors.ubs.com/elitewealthmanagement/?utm_source=Yext&utm_medium=GMB&utm_campaign=167257&y_source=1_MjAwOTY3MTUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Shoreline Wealth Management
Location 1240 E 2100 S Suite 400, Salt Lake City, UT 84106, USA
Phone (801) 456-9888
Language https://www.wfafinet.com/index.htm?utm_source=GMBlisting&utm_campaign=Seer&utm_medium=organic
Directions
Salt Lake City, UT Private Wealth Management - UBS Financial Services Inc.
Location 95 State St Suite 2210, Salt Lake City, UT 84111, USA
Phone (800) 521-8840
Language https://local.ubs.com/salt-lake-city-pwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=163154&y_source=1_MjYwOTM0MTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Merrill Lynch Wealth Management Advisor LYNN BRANDENBURG
Location 60 E S Temple St Suite 200-61, Salt Lake City, UT 84111, USA
Phone (801) 535-1320
Language https://fa.ml.com/utah/salt-lake-city/thebrandenburggroup
Directions
Sterling Hanson - UBS Financial Services Inc.
Location 95 State St Suite 2210, Salt Lake City, UT 84111, USA
Phone (801) 524-1855
Language https://advisors.ubs.com/sterling.hanson/?utm_source=Yext&utm_medium=GMB&utm_campaign=163164&y_source=1_MjAwOTU3NDYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Merrill Lynch Wealth Management Advisor Jon Michael Monk
Location 1100 E 6600 S #140, Salt Lake City, UT 84121, USA
Phone (801) 284-1960
Language https://fa.ml.com/utah/salt-lake-city/monk_carson
Directions
Veritas Wealth Management, LLC
5 out of 5
Location 2180 S 1300 E suite 360, Salt Lake City, UT 84106, USA
Phone (801) 596-9999
Language https://www.veritaswm.com/
Directions
Guardian Wealth Management
5 out of 5
Location 50 W 300 S #904, Salt Lake City, UT 84101, USA
Phone (385) 355-4455
Language http://www.investgwm.com/
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 222 S Main St Suite 547 & 550, Salt Lake City, UT 84101, USA
Phone (385) 722-4906
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
Directions
Merrill Lynch Wealth Management Advisor Benjamin S.W. Rogers
Location 1100 E 6600 S #140, Salt Lake City, UT 84121, USA
Phone (801) 284-1985
Language https://fa.ml.com/utah/salt-lake-city/peterson-quinn-rogers
Directions
Mark Purcell - RBC Wealth Management Financial Advisor
Location 1260 E Stringham Ave Suite 300, Salt Lake City, UT 84106, USA
Phone (801) 656-2964
Language https://us.rbcwealthmanagement.com/mark.purcell?utm_source=GMB&utm_medium=Yext
Directions
Wilson Wealth Management LC
Location 1555 Stratford Ave S, Salt Lake City, UT 84106, USA
Phone (801) 467-5300
Directions
The 9990 Group - Morgan Stanley Private Wealth Advisors
Location 60 E S Temple St Suite 200, Salt Lake City, UT 84111, USA
Phone (801) 322-7663
Language https://advisor.morganstanley.com/the-9990-group?y_source=1_MjMyMTY2ODQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Uinta Wealth Management
1 out of 5
Location 1371 E 2100 S Ste 215, Salt Lake City, UT 84105, USA
Phone (801) 214-9400
Language https://www.raymondjames.com/uintawm
Directions
The Ballard Meyer Wealth Management Group - UBS Financial Services Inc.
Location 95 State St Suite 2210, Salt Lake City, UT 84111, USA
Phone (801) 476-4881
Language https://advisors.ubs.com/ballardmeyer/?utm_source=Yext&utm_medium=GMB&utm_campaign=172180&y_source=1_MjAwOTY4MzgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Williams & Townsend Wealth Management Partners of Raymond James
Location 299 S Main St #2070, Salt Lake City, UT 84111, USA
Phone (801) 736-6171
Language https://www.raymondjames.com/williamstownsend
Directions
Andrew Martinez - TIAA Wealth Management Advisor
Location 505 Wakara Way Suite 220, Salt Lake City, UT 84108, USA
Phone (800) 842-2307
Language https://locations.tiaa.org/advisors/andrew-martinez
Directions
Merrill Lynch Wealth Management Advisor Joseph J Somers
Location 60 E S Temple St Suite 200-61, Salt Lake City, UT 84111, USA
Phone (609) 484-7172
Language https://fa.ml.com/utah/salt-lake-city/somersgrouput
Directions
Baird Private Wealth Management
Location 222 S Main St #1840, Salt Lake City, UT 84101, USA
Phone (888) 792-7640
Language https://saltlakecity.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=183
Directions
ARC Wealth Management
5 out of 5
Location 1240 E 2100 S Suite 400, Salt Lake City, UT 84106, USA
Phone (801) 639-0400
Language http://www.arcwm.net/
Directions
Coury Pyper Wealth Management Group
Location 6550 S Millrock Dr STE 100, Salt Lake City, UT 84121, USA
Phone (801) 453-7126
Language http://www.courypypergroup.wfadv.com/
Directions
Merrill Lynch Wealth Management Advisor Mark A Jessup
Location 60 E S Temple St Suite 200-61, Salt Lake City, UT 84111, USA
Phone (801) 535-1347
Language https://fa.ml.com/utah/salt-lake-city/jessup_group
Directions
Merrill Lynch Wealth Management Advisor David A Madsen
Location 60 E S Temple St Suite 200-61, Salt Lake City, UT 84111, USA
Phone (801) 535-1315
Language https://fa.ml.com/utah/salt-lake-city/david_madsen
Directions
Wealth Management in Salt Lake County, UT

Where Wealth Management Advisors in Salt Lake County, UT Serve

Salt Lake County, UT is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering peaks of the Wasatch Mountains to the serene waters of the Great Salt Lake, this county is a true gem of the American West. Some of the most notable landmarks in Salt Lake County include the Salt Lake Temple, the Utah State Capitol Building, and the Natural History Museum of Utah. These iconic structures serve as reminders of the rich history and culture of the region, and attract visitors from all over the world. In terms of top employers, Salt Lake County boasts a diverse and thriving economy. Some of the largest employers in the area include Intermountain Healthcare, the University of Utah, and Delta Air Lines. These companies provide thousands of jobs to residents of the county, and contribute significantly to the local economy. When it comes to major highways and streets, Salt Lake County has a well-developed transportation infrastructure.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Salt Lake County, UT can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a robust banking system, residents can easily manage their finances and plan for the future. Additionally, a bank can provide financial education resources to help residents make informed decisions about their money. Salt Lake County, UT is home to a diverse population, including a significant number of refugees and immigrants. Banks can play a crucial role in helping these communities navigate the financial system and build credit. Furthermore, Salt Lake County, UT is known for its outdoor recreation opportunities, and a bank can offer specialized services such as loans for recreational vehicles and equipment. In short, a bank can be a valuable resource for residents of Salt Lake County, UT, providing them with the financial tools and knowledge they need to thrive.

Insurance Broker

Residents of Salt Lake County, UT can greatly benefit from the services of an insurance broker. With the county being home to a diverse population, ranging from urban areas to rural communities, an insurance broker can help navigate the complex insurance market and find policies tailored to individual needs. Additionally, Salt Lake County is known for its outdoor recreational opportunities, such as skiing and hiking, which can come with inherent risks. An insurance broker can provide guidance on policies that cover outdoor activities and protect against accidents or injuries. Furthermore, as Salt Lake County continues to grow and develop, an insurance broker can assist in finding policies that protect against the unique risks associated with new construction and development. Overall, an insurance broker can provide valuable expertise and support to residents of Salt Lake County, helping them find the best insurance options for their specific needs.

Retirement Planning

Residents of Salt Lake County, UT can benefit greatly from the services of a retirement planner. With the county's population growing at a rapid pace, the need for financial planning and retirement advice has become more pressing than ever. A retirement planner can help residents navigate the complex world of retirement planning, including managing their retirement savings, understanding Social Security benefits, and creating a comprehensive retirement plan. Additionally, with Salt Lake County's diverse population, a retirement planner can provide specialized advice for individuals from different backgrounds and with unique financial situations. Whether it's helping residents plan for retirement or providing guidance on estate planning, a retirement planner can provide invaluable support to those in Salt Lake County looking to secure their financial future.

Financial Advisor

Residents of Salt Lake County, UT can benefit from the expertise of a financial advisor in many ways. One specific way is through the management of retirement accounts. With a large aging population in Salt Lake County, UT, many residents may not be aware of the best strategies to maximize their retirement savings. A financial advisor can provide guidance on investment options, tax implications, and distribution strategies to ensure that residents are financially prepared for their golden years. Additionally, with the tech industry booming in Salt Lake County, UT, a financial advisor can assist in navigating the complexities of stock options and equity compensation plans for those working in the industry. Furthermore, with the high cost of living in the area, a financial advisor can help residents create a budget and develop a plan to save for major expenses such as a down payment on a home or a child's education. Overall, a financial advisor can provide invaluable support and guidance to help residents of Salt Lake County, UT achieve their financial goals.

Mortgage Loan Officer

Residents of Salt Lake County, UT can benefit from the expertise of a mortgage loan officer in several ways. With the ever-increasing cost of living in the area, many residents struggle to afford a home. A mortgage loan officer can help them navigate the complicated process of securing a loan and finding the best interest rates. Salt Lake County is known for its diverse population, including a large number of immigrants. A mortgage loan officer can assist non-native English speakers with language barriers and provide guidance on the unique challenges they may face when applying for a loan. Additionally, Salt Lake County is home to several military bases, and a mortgage loan officer can help veterans and active-duty service members take advantage of the benefits available to them through VA loans. Overall, a mortgage loan officer can provide invaluable support to residents of Salt Lake County, UT, helping them achieve their dream of homeownership.

Tax Services

Residents of Salt Lake County, UT can benefit greatly from the services of a tax advisor. With the county's growing economy and diverse population, tax laws and regulations can be complex and confusing. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring compliance with state and federal tax laws. Additionally, a tax advisor can provide guidance on deductions and credits specific to Salt Lake County, such as the Utah Education Savings Plan or the Utah First-Time Homebuyer Savings Account. Furthermore, Salt Lake County is home to many small business owners who can benefit from a tax advisor's expertise in navigating the tax implications of owning a business, including payroll taxes, sales taxes, and deductions for business expenses. Overall, a tax advisor can help residents of Salt Lake County, UT save time and money while ensuring compliance with tax laws and maximizing their deductions and credits.

Estate Planning Lawyer

Residents of Salt Lake County, UT can benefit from the expertise of an estate planning lawyer in numerous ways. Firstly, a lawyer can help them create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Salt Lake County, UT, which has a high population of retirees and elderly individuals who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist residents in navigating complex tax laws and regulations that may impact their estate. They can also help individuals set up trusts, establish guardianships for minor children, and plan for potential incapacity. In short, an estate planning lawyer can provide invaluable assistance to residents of Salt Lake County, UT in protecting their assets and ensuring their wishes are carried out in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a qualified wealth manager in Salt Lake County, UT can be extensive and tailored to meet the unique needs of each client. With a deep understanding of the local economy and financial landscape, a wealth manager can provide a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. In Salt Lake County, UT, a wealth manager can also provide specialized services that cater to the unique needs of the community, such as managing investments in local industries, like tech and healthcare. With a complex and ever-changing financial landscape, a wealth manager can help clients navigate the intricacies of wealth management and make informed decisions that align with their long-term financial goals.

Salt Lake County, UT is the ideal destination for individuals seeking the services of a wealth manager. The county is home to a thriving financial industry, with a plethora of experts who possess an in-depth understanding of the market. One specific aspect that sets Salt Lake County apart is its robust economy, which has consistently outperformed the national average. This, coupled with the county's low unemployment rate and high median household income, creates a favorable environment for wealth management. Additionally, Salt Lake County boasts a diverse population, with individuals from various backgrounds and income levels. This diversity allows wealth managers to tailor their services to meet the unique needs of each client. With its strong financial foundation, diverse population, and expert wealth managers, Salt Lake County is undoubtedly the best place to secure your financial future.