Katella Wealth Management

West Jordan, Utah

5.0 (1 reviews)
Call (801) 418-9661 Visit website →

About

Katella Wealth Management serves individuals, families, and business owners in West Jordan, Utah, offering investment management and wealth planning services. The firm uses a three-part planning methodology that integrates life planning, financial planning, and investment planning into a single coordinated strategy. Operating as a fiduciary, the firm conducts an initial consultation at no cost or obligation, followed by analysis and a detailed presentation of strategies before clients commit to engagement. The practice emphasizes understanding clients' broader life goals and circumstances rather than product sales.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4PM, Tuesday: 8:30AM-4PM, Wednesday: 8:30AM-4PM, Thursday: 8:30AM-4PM, Friday: Closed, Saturday: Closed
SEC registered
No
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