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Salt Lake City’s Trusted Guide to Financial and Wealth Advising
At ApexFlow Wealth Management, we believe financial planning is more than managing money, it’s about building a life aligned with your deepest values and boldest aspirations. Our proprietary process, rooted in purpose and precision, provides a roadmap for your journey- to achieve your goals with clarity and confidence. Discover how our four-step approach can help you create a future that reflects your unique vision.
Meet Your Salt Lake City Team
Trevor Hanson
Founder | President | Author | Wealth Advisor, RJFS
“I lead with high challenge and support. I say what others won’t, ask what others don’t, and can deliver what others can’t: purposeful, customized planning grounded in truth and care.”
Katie King
Founder | Sr. Vice President | Wealth Advisor – RJFS
“True wealth isn’t measured by what you’ve accumulated. It’s measured by the freedom, impact, and confidence you’ve created.”
Samuel Preine
Wealth Advisor – RJFS
“Confidence comes from knowing your financial decisions are aligned with your values, not just your investments.”
Why ApexFlow
Why Choose ApexFlow Wealth Management?
Purpose-Driven
Your plan is built around your unique vision, values, and goals.
Comprehensive
We integrate every aspect of your financial life for a cohesive strategy.
Proactive Partnership
Our ongoing support ensures your plan evolves with you.
Clarity and Confidence
We eliminate complexity, so you can focus on what matters most.
Comprehensive Financial Services
Retirement Planning
Retirement is a major transition, and we help make it feel clear and grounded. We design income strategies that support your lifestyle and reduce guesswork, including withdrawal sequencing, Social Security optimization, cash flow modeling, and transition planning.
Estate Planning
We help you design a legacy that reflects your values and provides clarity for the people you care about, including estate and trust planning, philanthropic strategy, and family governance.
Tax Planning
Tax strategy is one of the most powerful drivers of long term wealth. We help reduce unnecessary drag through coordinated withdrawals, thoughtful planning, and tax informed investment choices.
Business Planning
Business owners face uniquely complex decisions. We help you evaluate succession paths, prepare for liquidity events, and navigate the financial realities before and after a transition.
Who We Serve in Salt Lake City
We work with business owners, retirees, and families throughout Salt Lake City and the Wasatch Front who are ready to trade financial complexity for clarity. Wherever you are in your journey, our Salt Lake City-based team is here to help you move forward with purpose and confidence.
More From Our Salt Lake City Team
Live in Southern Utah? Our Richfield team offers Southern Utah financial planning.