AS SEEN AND HEARD ON
Our Focus: Your Financial Success & LEGACY
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.
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.
Prepare for retirement and more with custom wealth management and estate planning under one roof. Trajan Estate lawyers experienced in setting up living trusts and other aspects of your estate plan helps you avoid the costly and time-consuming problems of probate.
Plus We Do So Much More
Get peace of mind with Customized Financial planning
EXPLORE Free Resources
We firmly believe in education as the key to your financial success.
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.