A Key Member of Our Team

Bart Wagstaff

Bart Wagstaff

Partner & Wealth Advisor
Ironman
Golfing
Family
Bart has a degree in Finance from the University of Utah and is a CFP® Professional. 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 and quickly became a key member of the team. Bart engages with individuals, families, and business owners by helping them develop customized wealth planning solutions. He resides with his wife and 4 children in Sandy, Utah.

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The links below showcase my featured highlights.
Guided Path 1-3 Pension Decisions
Guided Path 2-6 When Should You File?
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