More Than Just Investing
BUILD A RELATIONSHIP
We’re more than just financial advisors and estate attorneys. We are people who care. You can share your dreams with us. We’ll help fit your investments to your goals, help you understand what you’re investing in and why, and protect it for the future.
More Than Just Investing
BUILD A RELATIONSHIP
We’re more than just financial advisors and estate attorneys. We are people who care. You can share your dreams with us. We’ll help fit your investments to your goals, help you understand what you’re investing in and why, and protect it for the future.
Our Services
We believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options. Your individual portfolio is customized towards your goals.
Trajan Estate attorneys experienced in living trusts and other aspects of estate planning can help your family avoid the costly and time-consuming problems of probate.
Help protect your loved ones and more. Life insurance can provide distinct tax advantages for your estate.
Offering a retirement plan is a smart way to help level the professional playing field between your small business and larger companies.
Wealth Management& Estate Planning
Under One Roof
Put it all together in one place
Wealth Management& Estate Planning
Under One Roof
Put It All Together In One Place
We love providing our clients with peace of mind
through financial security. We are veteran-led and our commitment is to go out of our way to solve other people’s problems.
Jeff Junior
Founder & CEO
AS SEEN AND HEARD ON
Not sure about rolling over a 401(k)? Trying to decide between a trust or a will? Thinking about when to start taking Social Security? Schedule time to speak to a financial expert. They’ll listen and give advice tailored to your situation. There are no obligations.
Meet The Advisors & Attorneys
The experienced team is hand-picked, vetted, and committed to your financial well-being.
We firmly believe in education as the key to your financial success.
Explore Free Resources
We firmly believe in education as the key to your financial success.
From DIY to big brokers, there’s a ton of options out there. Here’s why we’re different.
FAQ's
What Exactly is a Fiduciary?
A person or organization that acts on behalf of another person(s) to manage assets with responsibilities that are both ethical and legal. Fiduciaries are legally required to act in the best interest of the principal, the party whose assets they are managing. We will not steer you into buying overpriced investment products you don’t want or need.
is that different from a Broker?
Investment advisors are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940. We are regulated by the SEC. The act is pretty specific in defining what a fiduciary means, and it stipulates a duty of loyalty and care. So unlike a broker, we must put our client’s interests above our own.
Who is managing my investments?
At Trajan Wealth, our internal Money Management team is headed by an Investment Policy Committee with support from research analysts and other financial professionals.
How are you paid?
Our fee-only advisors are paid a percentage of assets under management. They do not earn commissions or trading fees so their compensation is independent of the investments they recommend. All our fees are disclosed before the time of investment.