Private Wealth Law Group, P.C.

Nearby LawyersUtahSalt Lake CountySalt Lake CityCentral CityEast 200 South

Open Hours:

Monday, 8:30 AM - 5:00 PM
Tuesday, 8:30 AM - 5:00 PM
Wednesday, 8:30 AM - 5:00 PM
Thursday, 8:30 AM - 5:00 PM
Friday, 8:30 AM - 5:00 PM
Saturday, Closed
Sunday, Closed

Private Wealth Law Group, P.C. Introduce

Welcome to our platform for Nearby Lawyers, your trusted resource for connecting with legal professionals in your local area. Today, we shine a spotlight on Private Wealth Law Group, P.C., a distinguished law firm located at 257 E 200 S Ste 1080, Salt Lake City, UT 84111, USA. Situated in the heart of Salt Lake City, their office provides a professional and accessible environment for clients seeking expert legal counsel in wealth management and estate planning. While specific details about the ambiance are not mentioned online, you can anticipate a sophisticated and confidential setting where your financial and legal matters will be handled with the utmost discretion and care.

Private Wealth Law Group, P.C., can be contacted directly at (801) 845-2084 or via their mobile number, +1 801-845-2084. This direct accessibility underscores their commitment to providing responsive and personalized service to their clients in the Salt Lake City region.

Based on the enthusiastic testimonials from their clients, Private Wealth Law Group, P.C., with Trav Bowen at the helm, specializes in a comprehensive suite of services tailored to wealth management and estate planning. Their areas of expertise include:

  • Estate Planning: This encompasses a wide range of services designed to help individuals and families plan for the future distribution of their assets, minimize tax implications, and ensure their wishes are honored. This may include the creation of wills, living wills, powers of attorney, and other essential estate planning documents.
  • Trusts: The firm demonstrates expertise in establishing and managing various types of trusts. Trusts are powerful tools for asset protection, wealth transfer, and providing for beneficiaries according to specific instructions. Their knowledge in this area suggests they can guide clients through the complexities of different trust structures to find the best solutions for their unique circumstances.
  • Entity Formation: For individuals looking to establish new businesses or structure their existing ventures, Private Wealth Law Group, P.C., offers guidance on entity formation. This involves advising on the most suitable legal structure (e.g., LLC, S-Corp, C-Corp) and assisting with the necessary legal paperwork and compliance requirements.
  • Commercial Acquisitions: The firm's expertise extends to assisting clients with commercial acquisitions. This involves the legal aspects of buying or selling businesses, including due diligence, contract negotiation, and ensuring a smooth and legally sound transaction.
  • Wealth Management Services: Beyond traditional estate planning, the firm provides comprehensive wealth management services. This suggests a holistic approach to managing clients' financial affairs, taking into account their long-term goals and needs. This may involve financial planning, investment advice coordination, and strategies for preserving and growing wealth.

Several distinctive features of Private Wealth Law Group, P.C., stand out prominently in the client reviews. Firstly, the exceptional expertise of Trav Bowen and his team is consistently highlighted. Clients express confidence in their deep knowledge across various areas, including estate planning, trusts, entity formation, and commercial acquisitions. This breadth of knowledge suggests that the firm can handle complex and multifaceted financial and legal needs.

Secondly, genuine honesty and integrity are repeatedly emphasized. One client specifically mentions Trav's "genuine honesty," which is a crucial attribute when dealing with sensitive financial and legal matters. Trust is paramount in the attorney-client relationship, and this feedback indicates that Private Wealth Law Group, P.C., operates with a strong ethical foundation.

Thirdly, a strong commitment to client care is evident. Clients feel that they are treated like family and that the team goes "above and beyond" to meet their needs. This personalized and attentive approach fosters strong client relationships and ensures that individuals feel supported and valued throughout the legal process.

Fourthly, the team is described as meticulous and proactive. This attention to detail and forward-thinking approach is essential in wealth management and estate planning, where careful planning and anticipation of future needs are critical for success. The proactive nature of the team suggests they don't just react to situations but actively work to ensure their clients' interests are protected and their goals are met.

Fifthly, the ease of communication is praised. Clients appreciate the clear and open communication they experience with Trav and his team. This ensures that clients are well-informed at every step and that their questions and concerns are addressed promptly and effectively.

Finally, the firm demonstrates a genuine interest in understanding client financial goals and needs. This client-centric approach ensures that the advice and strategies provided are tailored to the individual's specific circumstances and objectives, leading to more effective and satisfying outcomes.

Currently, no specific promotional offers are mentioned in the provided client reviews. However, the overwhelmingly positive feedback and the emphasis on personalized service can be considered a strong form of implicit promotion. The testimonials highlight the value and satisfaction that clients have experienced, encouraging potential clients to consider Private Wealth Law Group, P.C., for their wealth management and estate planning needs. To inquire about initial consultations or fee structures, contacting the firm directly is recommended.

For local users in Salt Lake City seeking expert guidance in wealth management, estate planning, trusts, entity formation, or commercial acquisitions, Private Wealth Law Group, P.C., under the leadership of Trav Bowen, comes highly recommended. The consistent praise for their expertise, honesty, client care, and proactive approach suggests that they are a top choice in this field. Their commitment to understanding individual financial goals and providing tailored solutions further underscores their dedication to client satisfaction. We encourage you to reach out to them at (801) 845-2084 to discuss your specific needs and discover how their exceptional team can assist you in managing your financial affairs with great care and expertise.

Location

Customer Reviews

(150 reviews)

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Ethan Martinsen
Nov 08, 2024

Trav Bowen and his team at Private Wealth Law Group are exceptional in every sense. Trav’s expertise in estate planning, trusts, entity formation, and even commercial acquisitions is complemented by his genuine honesty and commitment to client care. His team is equally impressive—meticulous, proactive, and always ready to go above and beyond. If you're looking for an attorney with unmatched knowledge and a team that treats you like family, Trav and his crew are as good as it gets!

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Henry Ashworth
May 14, 2024

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

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Sue Fellows
Sep 10, 2024

Working with Leyla was a fantastic experience! She provided exceptional client service, always making sure I felt heard and supported. Her attention to detail and proactive communication made everything feel effortless. Whether answering questions or offering guidance, Leyla consistently showed that she genuinely cared about delivering a positive experience. I highly recommend her to anyone seeking a knowledgeable and dedicated professional.

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Darin Gilson
Sep 17, 2024

The team at Private Wealth Law Group has been exceptional in helping establish our estate plan, and also assisting our extended family. They are not only thorough and professional, but they ensure our plans are up to date based on the most recent legal and regulatory changes. And, they are just nice people! I would highly recommend them.

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Shauntel Roberts
Oct 01, 2024

From the initial contact with Trav, he was a consummate professional. His communication was thorough during the process and he ensured that myself and his client were comfortable while notarizing their documents. In addition to his professionalism he was also very personable and I look forward to doing business with him in the future.