A Key Member of Our Team

Bart Wagstaff

Bart Wagstaff

Partner & Wealth Advisor
Endurance Racing
Movie Nights
Bart engages with individuals, families, and business owners by helping them develop customized wealth planning solutions. His wife and colleagues often complain he’s too meticulous and detail-oriented but the jokes on them because therein lies the key to best-in-class work. One of his greatest weaknesses is that he works too hard. ;-) With nearly 20 years of wealth planning experience, Bart has worked for Zions Bank (2 years), Goldman Sachs (6.5 years), and Fidelity Investments (5.5 years). He arrived at Capita in 2018. He has a degree in Finance from the University of Utah and is a CFP® Professional. Bart resides with his wife and 4 children in Sandy, Utah.
We are currently awaiting a BIO to be written and will update this page with this Capita member's bio shortly!
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