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Austin Financial Advisors

Welcome to Trajan Wealth AUSTIN

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Trajan Wealth Locations in Austin

North Austin, Texas

13809 Research Blvd, Suite 500
Texas 78750

West Lake Hills – Austin, Texas

108 Wild Basin Rd, Suite 250
Texas 78746

Austin Wealth Management

Understanding Texas tax codes, benefits, and penalties can be a lot to wade through. That’s what we’re here for! Our wealth management tactics work towards your financial goals, with smart, low-cost investment opportunities built for you.
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Austin Retirement Planning

Retire comfortably right here in Austin, Texas, with our insightful and realistic planning strategies. It’s never too early to begin planning for a comfortable future.
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Austin Estate Planning

What sort of legacy do you want to leave behind? You may not know what life has in store for you, but you can prepare for it with our detailed estate planning.
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Beyond other Austin Wealth management companies

Life here in Texas should be enjoyable—our Austin fiduciaries make it that way. Here’s how Trajan Wealth approaches your finances differently:

Texas Tax-Efficiency. Austin has many tax laws and regulations to factor into your financial decision-making. You want to understand your obligations and know how to maximize your deductions. Luckily, we employ smart tax planning practices so that you can keep more of your hard-earned money.

Nimble Responses. In this ever-changing world, you want fiduciaries ready to make strategic decisions that can withstand volatile market disruptions and economic uncertainty. Luckily, we understand when to hold tight and when to make a move.

Individualized Recommendations. Our Austin wealth management team always has your best interest in mind based on your expressed needs and goals. As those things change, so do our tactics.

Smart Asset Allocation. Whether it’s the result of the local, national, or global economy, our Austin financial advisors understand and account for the impacts of inflation – and other factors – on your assets.

From our Austin Clients

We love helping our clients reach their financial goals

I spoke with Jeff Gonzalez on several occasions and was very impressed with his knowledge and expertise. Trajan has offered me a high level of security and information about markets, investments and retirement planning. Jeff is very personable which is important to me. I wanted to have the feeling that I am known and understood and Jeff has far exceeded my expectations. I could not be happier with where I am in my retirement investments.
Kathy K.Client

Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.

Plan for the lifestyle you want

Our Austin financial advisors are ready to help guide you toward a successful financial future. From investment tax advice to comprehensive wealth management and more, you’re in expert hands with the fiduciaries at Trajan Wealth.

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Tips from our AUSTIN FiduciarIES