Welcome to Trajan Wealth
Your local trusted fiduciary
Get peace of mind with wealth management and estate planning under one roof. Start with a 2nd opinion on your investments, retirement plan, and estate plan. It’s complimentary.
We believe in diversified portfolios focusing on capital preservation, growth, and low-cost investment options. Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline. Learn more…
Get To Know Us
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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.
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 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.
At Trajan Wealth, our internal Money Management team is headed by an Investment Policy Committee with support from research analysts and other financial professionals.
Our advisors are paid a percentage of assets under management. They do not earn commissions or trading fees from investments. All our fees are disclosed before the time of investment.