CAPTRUST Financial Advisors

Trajan Wealth is a veteran-led financial advisory firm based in Draper, Utah, dedicated to providing personalized wealth management and estate planning services. With a focus on fiduciary responsibility, Trajan Wealth prioritizes the best interests of its clients, offering tailored financial strategies that encompass retirement planning, tax strategies, and asset protection. The firm prides itself on its transparent approach, ensuring clients receive expert guidance without conflicts of interest. Trajan Wealth's team of advisors is committed to educating clients and customizing portfolios to meet their unique financial goals, fostering a supportive environment for wealth building and legacy protection. Generated from the website

Raymond James, located in Draper, UT, is a global financial services firm that specializes in providing trusted advice and tailored sophisticated strategies for individuals and institutions. With a focus on understanding the unique complexities of each client's life, Raymond James advisors offer personalized financial planning and investment solutions backed by a team of specialists in various fields, all while working responsibly and sustainably to help clients achieve their financial goals. Generated from the website

HistoryStarted with residential mortgages and income tax preparation. The company changed its focus to helping struggling businesses in 2015.SpecialtiesBusiness restructuring, funding, and consulting.