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Private Wealth Law Group, P.C.
- 257 E 200 S Ste 1080, Salt Lake City, UT 84111

Estate planning attorney, Business attorney ★5.0

257 E 200 S Ste 1080, Salt Lake City, UT 84111, USA

5.0
I recently had the pleasure of meeting with Travis for wealth management services, and I must say, he was fantastic to work with. Travis is not only knowledgeable and experienced, but also incredibly friendly and welcoming. His team mirrors his professionalism and expertise, making the entire experience seamless and enjoyable.What stood out the most was the ease of communication and the genuine interest they took in understanding my financial goals and needs. It's clear that they prioritize client satisfaction and tailor their approach to suit individual requirements.If you're in the market for wealth management services, I highly recommend Travis and his team. Their competence and amiable demeanor make them a top choice in this field. I am looking forward to a fruitful business relationship with them and am confident in their ability to manage my financial affairs with great care and expertise - Henry Ashworth
Private Wealth Law Group, P.C. Overview Intro Services Detail Photos Location Reviews

Private Wealth Law Group, P.C. Introduce

For many Utah residents, managing and protecting their hard-earned assets is a top priority, but navigating the complexities of estate and business law can feel overwhelming. That's where a specialized firm like Private Wealth Law Group, P.C., comes in. This Salt Lake City-based law firm, led by attorney Trav Bowen, is dedicated to providing comprehensive and strategic legal counsel to individuals, families, and business owners. Their focus is not just on reacting to problems, but on proactive planning to ensure long-term financial security and peace of mind.

Private Wealth Law Group, P.C. is built on a foundation of expertise in what are often interconnected fields: estate planning, business law, and tax law. They understand that a person's personal assets are often intertwined with their business interests, and that tax implications are a critical component of any sound financial strategy. Their approach is holistic, aiming to provide a seamless and integrated solution for their clients' unique needs. As a result, they have developed a reputation for being knowledgeable, experienced, and genuinely committed to helping their clients achieve their financial and legacy goals. Clients often praise the firm’s friendly and professional demeanor, noting that it makes the often-intimidating legal process a more comfortable and collaborative experience.

Location and Accessibility

Conveniently located in the heart of downtown Salt Lake City, the office of Private Wealth Law Group, P.C. is easily accessible to clients from across the Wasatch Front. The firm is situated at a key commercial address, making it a straightforward destination for both local and out-of-town clients.

The address is:
257 E 200 S Ste 1080, Salt Lake City, UT 84111, USA

The firm is committed to being accessible to all clients. The building features a wheelchair accessible entrance and a wheelchair accessible parking lot. To ensure personalized service and proper planning for each consultation, appointments are highly recommended. For the convenience of clients, the firm also offers online appointments in addition to onsite services.

Services Offered

Private Wealth Law Group, P.C. specializes in a wide array of legal services designed to protect and manage wealth. Their services cater to both individuals seeking to secure their family's future and business owners looking to safeguard their enterprise. Their offerings include:

  • Estate Planning:
    • Revocable Living Trusts and Lifetime Estate Planning
    • Asset Protection Planning and Asset Protection Trusts
    • Estate Tax Exemption and Taxable Estate Strategies
    • Foundation Planning and Financial Planning
    • Succession Planning for Businesses
  • Business Law:
    • Business Planning Strategies and Business Entity Selection
    • Business Structuring and Business Protection
    • Business Legal Matters and Due Diligence
    • Risk Management and Investment Strategies
  • Tax Law:
    • Tax Planning and Tax Returns
    • Tax Regulations and Tax Laws
    • Tax Preparation and IRS Audits
    • Tax Controversy and Businesses Tax Matters
  • Consulting Services:
    • Legal Guidance and Legal Strategies

Features and Highlights

What distinguishes Private Wealth Law Group, P.C. is its client-centric approach and comprehensive expertise:

  • Comprehensive Expertise: The firm's unique value lies in its ability to integrate estate planning, business law, and tax strategies. They provide a unified approach to wealth management that considers all aspects of a client's financial life.
  • Proactive Planning: Instead of focusing on litigation, the firm specializes in proactive and preventive legal strategies, helping clients avoid future issues and ensuring their assets are protected long-term.
  • Highly-Rated Team: The team, led by attorney Trav Bowen, is consistently praised by clients for its knowledge, professionalism, and genuine concern for their clients' well-being.
  • Convenient Service Options: The firm offers both online and onsite appointments, providing flexibility to meet the needs of busy professionals and individuals.
  • Focus on Client Relationships: As noted in client reviews, the team is known for taking a genuine interest in understanding individual financial goals and building a long-term, trusting business relationship.
  • Accessibility: The office location and its amenities, including a wheelchair accessible entrance and parking lot, demonstrate a commitment to serving a diverse clientele.

Contact Information

To learn more about how Private Wealth Law Group, P.C. can assist with your legal and financial planning needs, you can contact the firm directly.

Address: 257 E 200 S Ste 1080, Salt Lake City, UT 84111, USA

Phone: (801) 845-2084

What is Worth Choosing

For Utah residents looking for a lawyer, especially in the specialized fields of estate and business law, the choice of a firm is a critical decision. Private Wealth Law Group, P.C. stands out for several compelling reasons. The firm's approach is not about a quick fix; it's about building a robust, long-term legal framework that protects everything you have worked hard to build.

One of the firm's greatest strengths is its integration of legal services. A business owner, for instance, doesn't have to hire three different attorneys to handle their business structuring, their personal estate plan, and their tax strategy. Private Wealth Law Group, P.C. can provide comprehensive legal guidance that ensures all these elements work together seamlessly. This integrated approach not only saves time and money but also provides a more coherent and effective strategy.

Client testimonials offer a powerful endorsement of the firm's quality. One customer noted, "Travis is not only knowledgeable and experienced, but also incredibly friendly and welcoming. His team mirrors his professionalism and expertise, making the entire experience seamless and enjoyable." Another review highlighted their "genuine honesty and commitment to client care," adding that the team "treats you like family." This feedback speaks to the firm's core values, which go beyond legal expertise to include genuine care for their clients.

In a world filled with legal complexities and financial uncertainties, having an attorney who is both an expert strategist and a trusted advisor is invaluable. For anyone in Utah seeking to establish a business, plan their estate, or navigate complicated tax issues, Private Wealth Law Group, P.C. offers a level of service and a depth of knowledge that can provide true confidence in their financial future. Their commitment to proactive planning means you can rest assured that your assets are protected and your legacy is secure.

Private Wealth Law Group, P.C. Services

  • Estate Planning Attorney

  • Asset Protection Planning
  • Asset Protection Trusts
  • Business Entity Selection
  • Business Estate Planning
  • Business Legal Matters
  • Business Planning Strategies
  • Business Protection
  • Business Structuring
  • Businesses Tax
  • Consulting Services
  • Due Diligence
  • Estate Tax Exemption
  • Financial Planning
  • Foundation Planning
  • Investment Strategies
  • Irs Audits
  • Legal Guidance
  • Legal Strategies
  • Lifetime Estate
  • Revocable Living Trusts
  • Risk Management
  • Succession Planning
  • Tax Controversy
  • Tax Laws
  • Tax Planning
  • Tax Preparation
  • Tax Regulations
  • Tax Returns
  • Taxable Estate
  • Law Firm

  • Business Planning
  • Estate Planning

Private Wealth Law Group, P.C. Details

  • Service options

  • Online appointments
  • Onsite services
  • Language assistance
  • Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Amenities

  • Restroom
  • Planning

  • Appointments recommended

Private Wealth Law Group, P.C. Photos

Private Wealth Law Group, P.C. Picture 1Private Wealth Law Group, P.C. Picture 2Private Wealth Law Group, P.C. Picture 3

Private Wealth Law Group, P.C. Location

Private Wealth Law Group, P.C.

257 E 200 S Ste 1080, Salt Lake City, UT 84111, USA

Private Wealth Law Group, P.C. Reviews

An average rating of ★5 from 148 user reviews.

teamexpertiselaw firmunderstandingtaxfinancialinterestwealth managementbusiness planningwork ethic

★ 5★ 4★ 3★ 2★ 1

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