About Trajan Wealth

Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever changing economic landscape.

The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars.

Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low cost, low fee savings programs that will either help reduce or diminish your tax burden. As an independent Registered Investment Advisor, we have a fiduciary duty to put your best interests first.


The Trajan Advantage

Ultra Diversified

Fiduciary Vs. Broker

Our Financial Services

A Financial Services company that specializes in Professional Money Management and Income Planning.


Money Management

We believe in ultra-diversified portfolios, however, we attempt to limit investment overlapping...More About Money Management


Income Planning

Trajan Wealth offers clients advice that provides them with higher potential returns...More About Income Planning


Annuities

The earnings of an annuity can either be fixed, or contributed to an index crediting account...More About Annuities


Insurance

Life insurance is a great supplement to any retirement or savings vehicle, with many tax advantages...More About Insurance


401(k) Planning

Trajan Wealth offers clients advice that provides them with higher potential returns...More About Money 401(k) Planning


In The News

Click the link below to listen to past radio shows and other places Trajan Wealth has been in the media...In The News


Our Team

Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives...More About Our Team


Our Philosophy

There is much more to wealth accumulation than simply buying what looks good or buying what is being sold...More About Our Philosophy


Contact Us

Click the link below to speak with us or schedule an appointment...Click here to Contact Us