Financial Advisors in SALT LAKE CITY, UTAH

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.

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CLIENT SUPPORT TEAM

Lyndsey Xa, CFP®
Financial Planning Manager

Suzanne Mickelson
Senior Client Relationship Associate

Brenda Winn
Client Relationship Manager

Scott Sayre, CFP®, CFS, MS
Financial Planning Manager

Mason Hulce
Client Relationship Associate

Tavia Young
Client Relationship Associate

Natalia Amato, CFA
Portfolio Manager

JoElle Goates
Client Relationship Associate

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.

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.

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