Your Fiduciary Advisors

Our Approach

Experience a Truly Refreshing Approach

Our philosophy starts with you. We dedicate the time needed to listen to your goals and educate you on the options. 

Financial Options and Education

Really Understand Your Financial Plan and Options

As a part of the SmartVestor program, we are committed to financial education and solid, professional investing guidance.

Custom Planning

Customize Your Retirement Plan For Tomorrow

We aren’t tied to one set of products. As an independent firm, we provide you with a wider variety of resources and options.

Our Focus: Your Financial Success

Money Management Together

Money Management

Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options.

Financial Planning

Financial Planning & Annuities

We offer guidance on an array of financial objectives, including ways to earn higher potential returns with guaranteed income while addressing tax concerns.

Plus We Do So Much More

Our goal: To become the most client centric, forward thinking, and ethical independent wealth management company in the world

Get Your Money Management Options

Without Sales Pressure

Our Free Resources

We firmly believe in education as the key to your financial success.​

Trajan Wealth Blog

Monthly Blog

From market trends to savings and investing, the Trajan Wealth covers various financial planning topics in bite-size amounts.

Trajan Wealth Video Library

Video Library

Meet us before you ever step foot in an office. You can learn more about how we help clients meet their specific needs.

Trajan Wealth Annuity Guide

Free Annuity Guide

We cover the pro’s, the con’s, and the critical questions you need to know before you go swimming into retirement.


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