Private Wealth Management in Austin

Let our Austin fiduciaries preserve, maintain, and grow your portfolio while taking advantage of Texas’s many opportunities. With transparency, integrity, and knowledge, Trajan Wealth puts our clients first every step of the way.

Preservation

Long-term Core Capital Preservation

Growth

Growth Inline With Your Risk Tolerance Level

Options

Low-Cost Investment Options

Our Tailormade Process for Success

Getting to Know you and your goals

During your complimentary initial meeting with our team, we’ll get to know each other and start crafting a wealth management plan that meets your needs and goals.

Comprehensive Portfolio Review

With information about your life plans, we review your current portfolio, looking for areas of growth and risk. Our Austin financial advisors have no sales quotas — everything we do is for your benefit.

Portfolio Recommendation

Detailed suggestions tailormade to you, prioritizing low expenses, manager tenure, and tax efficiency. Your risk tolerance level and timelines inform our plan to help your money grow safely.

AS SEEN AND HEARD ON

Why Work With Fiduciary Advisors?

Wealth management is all about planning and foreseeing potential obstacles. If you haven’t worked with a fiduciary advisor before, here are the top five reasons to do so.

GET THE FACTS

Transparent Wealth Management Services in Austin

Our Texas client base turns to Trajan Wealth to navigate:

Investment management and performance.
Solutions to portfolio weaknesses and opportunities.
Concerns regarding investments, estate, and federal taxes.
Education and management of a sudden increase in net worth or benefits.
Shielding from local, national, and global economic downturns and disruptions.
Long-term wealth preservation.

If you’re seeking assistance with the above issues, schedule a consultation with our Austin financial planners.

Trusted Austin Wealth Management Solutions

Click the icon to dive deeper into the personalized solutions we offer Austin’s longtime locals and newcomers.

Custom Portfolio Design

Our long-standing relationships with reputable Austin brokerage firms give you investment opportunities that are nearly impossible to access as an individual. And as fiduciaries, we’re not beholden or influenced by external forces, only by our client’s growth.

Investment Tax Planning

Texas is tax-friendly, so we can help you hold onto more of your hard-earned assets. With a deep understanding of the national and Texas tax code, we make your money work for you.

Ongoing Service

Once your financial plans are in place, our work doesn’t end or even slow down. We monitor your portfolio’s growth and fortify it against potential losses while you enjoy life in Austin. When you need to reach us, we’re only a phone call or email away.

Your Wealth Management Austin Advocates

Throughout the process, the Trajan Wealth team offers personalized recommendations that adapt as life changes around you. As your teammates on the financial playing field, we prioritize your timelines, finding opportunities, and navigating portfolio weaknesses with expertise and enthusiasm.

Our communication lines stay open so you feel confident and informed in your portfolio decisions. Ready to begin a new chapter of your financial story? Schedule an in-person or online consultation with our Austin wealth management team; let’s prepare your portfolio for anything.

Trajan Wealth AUstin LocationS

North Austin, Texas

13809 Research Blvd, Suite 500
Texas 78750

West Lake Hills – Austin, Texas

108 Wild Basin Rd, Suite 250
Texas 78746

Providing Smart Austin Financial Services

Are you looking for comprehensive financial guidance? At Trajan Wealth, we don’t stop at wealth management. Learn more about our Austin retirement planning and estate planning services.

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