The IRS recently updated 401(k)...
Salt Lake City, UT
Combining financial planning experience with a boutique, concierge approach, the team in EP Wealth's Salt Lake City office provides customized investment management, retirement income planning, legacy and estate planning, tax planning, business solutions, philanthropic planning, and other services aimed at growing and preserving wealth to meet your specific lifestyle needs now and in the future.
SALT LAKE CITY’S WEALTH MANAGEMENT TEAM
Contact Our Salt Lake City Financial Advisors
Located off of 3000 East in the quaint Old Mill area, our office can be found on the corner of Big Cottonwood Canyon Road and Lion Lane in the Millpointe office complex. Our Salt Lake City office invites you to visit and meet our financial advisors to see what our full-service team can provide.
STE 100
Salt Lake City, UT 84121
Phone: (801) 944-7702
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
One of the most significant shifts in...
A trust is a powerful estate planning...
If you have a Safe Harbor 401(k), you...