Our Focus: Your Financial Success

Fiduciary investment session

Wealth Management

Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options. We build and monitor individual portfolios customized to help clients achieve their financial goals.

Financial Planning

Financial Planning & Annuities

No two retirement plans are the same. That's why 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 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 Updates

Gain perspective on current events and financial topics with CEO Jeff Junior.

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.

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

Get customized Financial planning

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. 

Fiduciary investment advice

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.

Fiduciary 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.