We invite you to schedule an appointment at 385-415-7964
We are located at 299 S Main St., 7th Floor, Salt Lake City, UT 84111
We are pleased to serve you at our Salt Lake City and Park City locations
Working with Us
Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.
You benefit from:
- Custom financial analysis, personalized advice, and comprehensive wealth planning
- Relationship pricing and discounts
- Assistance, where and when you need it, through The Private Bank Service Team
- Our latest thinking: market commentary insights, webcasts, and special reports
- Access to exclusive events
Our Capabilities
Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:
- Advice and Planning
- Investment and Asset Management
- Family Wealth and Culture Services
- Deposit and Cash Management Services
- Custom Credit Strategies
- Fiduciary and Trust Services
- Business Owner Advisory Services
