Wealth Management
My Utah is making memories and creating a future built on strength and security.
As your wealth grows, so does your need for expert financial guidance — in both the short and long term. Bank of Utah’s comprehensive wealth management approach can help you with banking services, estate and trust administration, and investment management for today and tomorrow.
Knowing that each client has unique circumstances, our team of dedicated private bankers and trust officers work together to understand your needs and goals. Then, they deliver tailored solutions to help you build and preserve your wealth for you and your family.
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What Type of Wealth Management Service Fits Your Unique Needs?
Private Banking
Partner with a private banker:
• Personalized banking
• Credit and lending solutions
• Retirement planning
• Business succession planning
Personal Trust and Investments1
Partner with a trust or investment expert:
• Fiduciary accounts (estate and trust asset administration and distribution)
• Investment management solutions
• Self-directed IRA opportunities
Investment Advisory Services1
Partner with Cetera2, a trusted collaborator:
• Wealth-building education
• Financial assessments and goal-setting
• Portfolio reviews
• Personalized financial plans
Local Expertise, at the Ready
As a community bank, Bank of Utah has been a local leader of banking and personal trust services since 1952.
Our team of expert professionals has a deep understanding of banking, estate administration and retirement planning, offering you a comprehensive, multidisciplinary approach to wealth management.
Find a Private Banker Find a Personal Trust Officer
1Non-deposit investment products are not FDIC insured.
2Bank of Utah partners with Cetera Advisors to provide investment advisory services to bank clients. Learn more here.