Salt Lake City Wealth Management

2091 East 1300 South, Suite 201, Salt Lake City, UT 84108 | (800) 231-7414

Here at Kayne Anderson Rudnick, our wealth management team has been creating custom financial planning and investment solutions since 1984. Our founders, Richard Kayne, John Anderson, and Allan Rudnick, established our firm on a commitment to high-quality investing that has remained at the core of our approach. Between our our portfolio history and our 97% client retention rate, it’s no wonder we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine.

 

With KAR in Salt Lake City, you will have a true partner that you can trust to help you achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.

 

Our wealth management services include:

Contact our Salt Lake City wealth management office to schedule a consultation with a KAR wealth manager. Our financial planning approach involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.

 

Let’s get started.

Our staff at Salt Lake City Wealth Management

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee