

Michael Poulter
Managing Director
Address
Salt Lake City
222 South Main
Salt Lake City, UT 84101
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
Michael oversees a team of professionals dedicated to providing high-net-worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined the organization in 2022 and has 27 years of experience in the financial services industry.
Michael graduated magna cum laude from the University of Utah with a Bachelor of Science in Political Science and a JD Degree from George Mason University Antonin Scalia Law School.
He currently sits on the board of Hale Centre Theatre and the BYU Management Society, Salt Lake City Chapter, which is part of a worldwide network of business professionals with a shared vision growing moral and ethical leadership and a common code of business conduct and integrity.
Michael resides in Farmington with his wife, and they have two children and one grandchild. He enjoys golf, off-roading, watching college sports and spending time with family and friends.
Michael graduated magna cum laude from the University of Utah with a Bachelor of Science in Political Science and a JD Degree from George Mason University Antonin Scalia Law School.
He currently sits on the board of Hale Centre Theatre and the BYU Management Society, Salt Lake City Chapter, which is part of a worldwide network of business professionals with a shared vision growing moral and ethical leadership and a common code of business conduct and integrity.
Michael resides in Farmington with his wife, and they have two children and one grandchild. He enjoys golf, off-roading, watching college sports and spending time with family and friends.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors

Juli Sahlberg
Private Wealth Advisor
Call: 801-669-1426

Marion Lyman Wilson
Senior Private Banker
Call: 801-554-1893

Rob Parker
Senior Portfolio Manager
Call: 303-520-5286

Randy Gruninger
Senior Fiduciary Advisor
Call: 801-540-9345

Jeff Haas
Senior Wealth Planning Strategist
Call: 801-875-0991