Between a wealth of booming businesses, high job growth rates, and family-friendly neighborhoods, living in Atlanta offers plenty of advantages.
If you have been searching for an Atlanta financial advisor, you’ve come to the right place. Trajan Wealth provides personalized wealth management services to individuals, including those with a high net worth.
What Separates Trajan Wealth From Other Georgia Financial Advisors?
We’re so glad you asked. Here are just a few key differences that elevate us from the competition:
Formed By Fiduciaries
Our team is intentionally comprised of fiduciaries, which means we are legally obligated to put your interests first. As fiduciaries, we take specialized care of your financial well-being and private wealth management.
And, our fiduciaries are just that; they’re not also registered as brokers.
Learn From Our Teacher Mindset
If you’re worried you won’t understand fancy financial jargon, don’t be. Our staff wants to pass along education and information instead of holding it back from you. In your financial meetings, we’ll clearly and thoroughly explain your options so you understand what we’re proposing.
Our Financial Blog contains information and thoughts about current economic conditions and predictions, monthly market reviews, and tips from our experts.
Relationship-Oriented By Design
Portfolios, estate plans, annuities—they’re all sensitive subjects. That’s why we build warm, trusting relationships with our clients. Walking alongside you and your family, we help support you through life’s changes. The name of the game is preparation and adaptability so we can plan for the road ahead and make changes when life throws surprises your way.
Plenty of Support
As a Trajan Wealth client, you can expect regular contact, so you get timely answers and updates to any questions, curiosities, and concerns.
Not only will you work with your specific Atlanta financial advisor, but you’ll also have support from the following:
- Client services team
- Client portfolio management team
- Investment team
- Estate team
Together, we’ll collaborate with you to bolster your financial well-being and plan for your future.
Benefit from the Knowledge of Atlanta-Based Employees
You want a fiduciary who understands unique Atlanta financial factors, including our local economy and politics. Being rooted in the local community allows us to provide specific financial advice tailored to our area.
Straightforward and Transparent Fees
Our mindset is simple: When you grow, we grow.
For our Atlanta financial services, we’ll discuss our flat rate upfront. If any conflicts of interest arise, we’ll alert you ahead of time so you can make an educated choice on how best to proceed.
Work With an Atlanta Financial Advisor
Invest in your financial well-being and plan for a solid future with thoughtful preparation, industry expertise, and plenty of contingencies. Our Atlanta financial services include the following:
- Private wealth management
- Life insurance
- Custom design portfolios
- Estate planning
- Annuities
- Retirement planning
- Elder law services
Schedule an appointment with our Trajan Wealth team today.
