INSURANCE FOR
BUSINESS STRATEGIES FOR
OUR STORY
About Wasatch Preferred
We love a great success story—yours. That’s why this page is more about you than it is about us.
Wasatch Preferred was founded during the recession in 2009 with one purpose: to help businesses protect what they’ve built through customized insurance solutions and trusted advisory. Our client-centered approach—built on individually tailored policies and long-term relationships—helps businesses and families stay protected and thrive in any economic environment.
Today, Wasatch Preferred goes beyond traditional insurance. As a Certified Exit Planning Advisor (CEPA), our leadership brings an advanced understanding of how risk, cash flow, and enterprise value work together inside a business. This allows us to advise clients not only on insurance protection, but also on how strategic risk management can improve performance and increase the long-term value of their company.
OUR STORY
About Wasatch Preferred
We love a great success story—yours. That’s why this page is more about you than it is about us.
Wasatch Preferred was founded during the recession in 2009 with one purpose: to help businesses protect what they’ve built through customized insurance solutions and trusted advisory. Our client-centered approach—built on individually tailored policies and long-term relationships—helps businesses and families stay protected and thrive in any economic environment.
Today, Wasatch Preferred goes beyond traditional insurance. As a Certified Exit Planning Advisor (CEPA), our leadership brings an advanced understanding of how risk, cash flow, and enterprise value work together inside a business. This allows us to advise clients not only on insurance protection, but also on how strategic risk management can improve performance and increase the long-term value of their company.
How We Serve You
Here are a few ways we’re positioned to better assist you:
Experience That Matters
We insure businesses across every major industry in Utah, from contractors to manufacturing to HOAs.
Ethical & Financial Standards
Before adding any insurer to our agency, we verify their ethical standing and financial strength, ensuring your protection is backed by companies you can rely on when a loss occurs.
Insurance as a Contract—Not a Commodity
Insurance isn’t one-size-fits-all. It’s a legal contract. We advise you on how your coverage should be structured so you’re protected when you need it most.
Decades of Experience
With decades of combined experience, we help families protect what matters most—and help business owners safeguard the company and income stream they’ve worked hard to build.
CEPA-Level Strategic Insight
We understand the operational and valuation drivers inside your business. Your insurance strategy supports not just protection, but growth and EBITDA improvement.
Local Roots, Multi-State Reach
Based in Northern Utah and licensed in multiple states, we combine local understanding with broader resources to serve you wherever you are.
Wasatch Preferred
Preferred insurance companies.
Preferred
coverages.
A preferred client experience.
Preferred insurance companies.
Preferred
coverages.
A preferred client experience.
When you think insurance, Think Preferred.
Insurance products are offered through Wasatch Preferred.
Coverage availability and eligibility vary by carrier and state.
CEPA advisory services are provided in a non-fiduciary,
non-investment advisory capacity and do not include legal,
tax, or investment advice.
Insurance services are provided by properly licensed agents.
License information is available upon request and varies by state.
Insurance products are offered through Wasatch Preferred.
Coverage availability and eligibility vary by carrier and state.
CEPA advisory services are provided in a non-fiduciary,
non-investment advisory capacity and do not include legal,
tax, or investment advice.
Insurance services are provided by properly licensed agents.