FDIC-Insured - Backed by the full faith and credit of the U.S. Government
The Salt Lake City team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, wealth builders and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.
Private Wealth Advisor
801-534-6168
Private Wealth Advisor
619-317-3060
Private Wealth Advisor
801-655-3567
Private Wealth Advisor
801-534-6041
Private Wealth Advisor Managing Director
801-534-6045
Private Wealth Advisor
801-534-6087
“Integrity is doing what’s best for clients and doing it right the first time.”
– Daniel Wani, Market Leader, Arizona, Idaho, Montana, Nevada, Utah and Wyoming
U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 6,000 in volunteer hours. Our team is actively involved in providing support through Utah Jazz and Real Salt Lake (RSL) sponsorships, Junior Achievement and Friends for Sight volunteer activity and more.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Read our up-to-date reports on economic events and news from the markets.
Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.
Don’t overlook the impact of taxes as you plot out your retirement income strategy.