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.

Wealth
Management

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…

Custom Portfolios

401(k) Rollovers

High Yield Savings

Retirement
Planning

No two retirement plans are the same. That’s why we offer guidance on a variety of financial objectives, including ways to earn higher potential returns, guaranteed income, and tax concerns. Learn more…

Income Planning

Tax Planning

Annuities

Estate Planning

Our lawyers can help you establish a plan for when the unthinkable happens and make sure you’re taken care of—and so are those who matter most to you. Avoid the expensive and time-consuming problems of probate. Learn more…

Living Trusts and Wills

Asset Protection

Elder Law

Get To Know Us

Meet The Advisors & Attorneys

The experienced team is hand-picked, vetted, and committed to your financial well-being.

Why Trajan?

From DIY to big brokers, there are a ton of options out there. Here’s why we’re different.

Explore Free Resources

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

Jeff Junior

Founder & CEO

Our Passion

We love providing our clients with peace of mind through financial security. We are veteran-led and our commitment is to go out of our way to solve other people’s problems.

AS SEEN AND HEARD ON

Clients Say...

They answer all your questions and I loved it. It was a really good experience... They’re authentic, they’re transparent, they’re not trying to hide anything. They’re not trying to have you buy something that they’re going to make a commission on, that’s the whole point of fiduciaries which I liked.

Erika & John Y.

Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations. We also used their estate planning services. This resulted in a very thorough and complete plan.  

Tom & Kris R.

My husband handled all our finances.  When he passed away last year I was devastated along with not knowing what to do next regarding our finances.  My financial advisor at Trajan Wealth became my lifeline.  She guided me through the jungle of our financial maze of investments.  She continues to be of valuable assistance and her expertise is greatly appreciated.

Clara H.

This is not my field, I’m very interested in this field, but it’s not my forte. I was really looking for somewhat of a teaching experience so I could learn and feel like I was part of that process.

Deb C.

They were very helpful, professional and knowledgeable. We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.

Chuck Q.

Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or Google reviews. Click here to see our Google profile.

Get Peace of Mind

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.

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 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. The act is pretty specific in defining what a fiduciary means and stipulates a duty of loyalty and care. Trajan Wealth is registered with the SEC. 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 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.

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