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Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax L.L.C. Trajan Wealth, LLC will refer clients with tax needs exclusively to Trajan® Tax LLC for tax services. Trajan® Tax LLC will refer clients with investment needs exclusively to Trajan Wealth, LLC for advisory services.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
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Newsweek’s Top Financial Advisory Firms 2025 and 2026 (Received November 19th, 2024, and November 14th, 2025). Licensing fees are paid post-award for the use of the ranking.
