INSURANCE FOR
BUSINESS STRATEGIES FOR
Private Risk & Wealth
Protection Strategies
Thoughtful insurance and risk planning for individuals, families, and executives who want clarity, confidence, and long-term security.
Trusted by Utah's top founders.
Who We Work With
Wasatch Preferred works with private clients who value proactive planning and personalized guidance. Our clients often include:
Business owners and entrepreneurs
Executives and professionals
Families with complex insurance needs
Individuals planning for retirement or legacy transfer
Our role is to simplify complex decisions while ensuring your coverage evolves with your life.
A Strategic, Client-First Approach
We don’t believe in one-size-fits-all insurance. Every private client relationship begins with
understanding your goals, risks, and long-term vision.
Gap Analysis
Identifying gaps and overlaps in coverage so you aren't exposed.
Lifestyle Alignment
Aligning protection with your lifestyle and financial objectives.
Holistic Coordination
Coordinating personal insurance with business or estate planning.
Ongoing Review
Reviewing coverage regularly as life circumstances change.
Private Client Solutions
Personal Insurance Planning
Health, life, disability, and long-term care strategies tailored to your legacy.
Asset & Liability Protection
Health, life, disability, and long-term care strategies tailored to your legacy.
Executive Benefits
Health, life, disability, and long-term care strategies tailored to your legacy.
Advisor Coordination
Health, life, disability, and long-term care strategies tailored to your legacy.
Ongoing Assessments
Health, life, disability, and long-term care strategies tailored to your legacy.
Ready to Protect & Grow Your
Business?
Get a personalized strategy that aligns your insurance, risk management, and business value
goals.
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.