Estate Planning · Salt Lake City & Surrounding Areas
Legacy, Estate, and
Family Stewardship
We help you design a legacy that reflects your values and provides clarity for the people you care about.
Virtual Call · No prep needed · No Obligation
Book A Consultation
Your Salt Lake City Team
Trevor Hanson
Founder | President | Wealth Advisor, RJFS
Katie King
Founder | Sr. Vice President | Wealth Advisor – RJFS
Sam Preine
Wealth Advisor, RJFS
Who We Serve
ApexFlow works with people who want clarity, structure, and confident direction for their financial lives. Our clients value leadership, straight answers, and planning that supports the life they want to live.
High capacity families seeking multigenerational continuity and intentional legacy planning
Purpose oriented givers who want to integrate charitable, philanthropic, and impact goals into their plan
Individuals navigating major life transitions who want clean direction instead of guesswork
Legacy, Estate, and Family Stewardship
We help you design a legacy that reflects your values
01
Estate and trust planning
02
Philanthropic strategy
03
Family governance and communication
04
Education for rising generations
We help you build a legacy that endures with intention.
Book A Consultation
Let’s map your next ascent together.
Imagine moving through life with greater clarity about your financial future. You know when work becomes optional. You understand where your income will come from. Your family is protected. The important pieces of your financial life are coordinated, and you have a trusted team helping you stay on track. That level of confidence does not happen by accident. It begins with a conversation.
Book Your 20 Minute Fit CallSalt Lake City · Serving clients across Northern Utah