Salt Lake City, UT Private Wealth Management

Salt Lake City, UT Private Wealth Management is a financial planner in Salt Lake City, UT. It provides wealth management services, integrating complex investing, planning, and financing priorities into a tailored plan. The firm aims to be a primary source of financial advice, focusing on long-term relationships and customized strategies for clients. Thomas Stacy serves as the Managing Director and Market Executive, registered in multiple states including Utah.

The firm operates as a division within UBS Financial Services Inc. Advisors are backed by a wealth management leader with insights into key global markets and 160 years of experience providing advice to individuals and families. The team concentrates efforts on developing long-term relationships through a commitment to quality client service, offering a seasoned perspective and proactive problem solving for clients seeking trusted financial advice.

The office is located at 95 S State St Suite 2210, Salt Lake City, UT. It sits on State Street, a main road, and is in close proximity to several notable landmarks. The Social Hall, a memorial, is located just 16 meters away. The Social Hall Museum is 37 meters from the office. The OC Tanner, a historic building, stands 63 meters away. The Alta Club, another historic building, is 99 meters away. South Temple, a main road, is 108 meters from the location.

The business holds a rating of 4.50 based on customer reviews. This positive rating reflects the experience of the customers who have reviewed the firm.

Salt Lake City, UT Private Wealth Management offers tailored financial planning and investment strategies in the heart of Salt Lake City, leveraging the extensive resources of UBS Financial Services Inc.

Services:

• Client-focused relationship building
• Comprehensive investment solutions
• Customized financial advice
• Estate Planning
• Global market insights
• Investment Advisory
• Long-term wealth management strategies
• Portfolio Management