With just a little surplus income, you can manage your wealth successfully with the right options. Trajan Wealth can help maximize your investments with our expert knowledge in portfolio growth. Speak to a Trajan Wealth financial advisor today about managing your wealth in a responsible, efficient, and money increasing manner.Learn More
Are you thinking of setting up an annuity? Are you the beneficiary of an annuity? Talk to Trajan Wealth today to learn more about how to best set up your annuity, what type of annuity is right for you, or how to make sure beneficiaries get the funds available through an annuity. We're happy to answer all your questions.Learn More
Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge, and dedication needed to help clients in all stages of planning 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 can help minimize your tax burden. As an independent practice, we have a fiduciary duty to put your best interests first.