BMO Wealth Management expands footprint to Salt Lake City
SALT LAKE CITY, UT —BMO Wealth Management, one of North America’s leading wealth management groups, announced its expansion into Salt Lake City with a team of veteran Utah-based wealth managers who will focus on serving high-net-worth clients, including Family Office services. The office is located at 222 South Main St. in Salt Lake City (84101).
With decades of experience among them, the highly collaborative and close-knit team will be led by Michael Poulter, who will serve as Managing Director of BMO Wealth Management in Utah. Together, they will combine their deep knowledge of the Utah market with the resources of BMO, which provides individuals and families with a full suite of wealth management solutions and cross-border expertise to ensure they are making progress in achieving their financial goals. These include wealth planning, private banking and borrowing, investment management, retirement planning, trust and estate services, philanthropic advisory, risk management, tax planning and ultra-high-net-worth services.
“While we have served clients from Utah, bringing a physical presence to the state has been a priority and a key part of our strategic expansion plan for the entire Southwest,” said Mr. Poulter, who has served the Utah market for more than two decades. “We have a lot of momentum, a great culture, strong leadership and Salt Lake City is a market we are committed to investing in.”
The team of wealth managers, portfolio managers, private bankers and fiduciary advisors have a profound depth of knowledge and proven track record of delivering wealth management services to Utah residents. Their expertise and long-standing commitment to Salt Lake City clients aligns seamlessly with BMO’s purpose to Boldly Grow the Good in business and life by helping clients make progress on their financial goals with solutions that are custom tailored and delivered with personalized service.
In addition, BMO is deeply committed to playing an active role in the communities it serves, with membership on the board of the Community Action Council for Roseman University of Health Sciences/South Jordan Campus and the Advisory Board for People Helping People.
Learn more about BMO Wealth Management.