For high-net-worth investors, financial planning involves far more than buying and selling securities. It’s a complex, multi-faceted journey requiring careful tax planning, risk management, and investment selection to help grow your wealth and protect your legacy. Partnering with the right financial advisor can be the single most impactful decision as you navigate the ever-changing economic and legal landscape. Trajan Wealth offers comprehensive expertise, unwavering dedication, and a holistic approach to your entire financial life.
Many advisors operate in silos, offering limited services or outsourcing critical functions. Fragmentation leads to inefficiencies, missed opportunities, and unseen risks. At Trajan Wealth, we take a different approach: a true partnership with our clients to provide comprehensive guidance that aligns with your financial goals and risk tolerance.
The Limitations of a Fragmented Financial Planning Approach
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Conflicts of Interest
Many brokers and legacy financial firms restrict their investment options to costly, proprietary investment products. Brokers may make recommendations based on the fees and commissions they can charge, rather than what’s best for their clients.
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Sales Focus
Too many “advisors” are really salespeople. They spend their time cold-calling potential clients, which leaves little time for personalized financial planning or deep investment research.
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Service Gaps
Relying on separate firms for investments, estate planning, and tax advice creates communication breakdowns, missed opportunities, and a lack of an integrated, cohesive strategy.
The Trajan Wealth Difference: Your Fiduciary, Life-Long Partner
At Trajan Wealth, we are structured to provide a superior, client-centric experience. Our approach is built on transparency, comprehensive expertise, and an unwavering commitment to your best interests.
- Fiduciary Standard, Always: This is our cornerstone. Trajan Wealth always places your best interests first. Being a fiduciary is the highest standard of care in the financial services business, a standard many brokers don’t follow. As a private, Veteran-owned firm, our sole fiduciary duty is to you, our client, not to external shareholders. Our advisors’ titles even reflect this: “Fiduciary Advisor,” not “Financial Advisor.”
- Integrated Expertise: Estate Planning, Tax & Investment Management In-House
This is our most powerful differentiator. We believe comprehensive wealth management demands a unified approach:
- In-House Estate Planning Attorneys: Trajan is one of the few financial advisory firms in the entire nation with in-house estate planning attorneys. We don’t send you to an outside firm: our attorneys will craft your estate plan to match your financial plan, protecting your assets from probate, estate taxes, and other legal risks.
- In-House Tax Professional: Similarly, Trajan employs an in-house tax professional who can prepare your tax returns and offer recommendations, ensuring your investment and estate strategies are always tax-efficient and compliant.
- In-House Investment Management: We won’t outsource your portfolio to a third party. Our in-house team of experienced portfolio managers select investments they see as providing the best risk/reward opportunities.
- Aligned Interests, Transparent Fees & Other Opportunities: We don’t sell securities for commissions. Our pricing model ensures our objectives are aligned: The more you make, the more we make. This incentivizes us to help grow your money, fostering a true partnership rather than a transactional relationship.
- Access to Private Market Opportunities: Many lucrative business opportunities exist outside the public markets. Through our extensive network of relationships and strategic partnerships, Trajan Wealth brings private market opportunities – which have historically outperformed with less risk than public stocks – directly to our investors.
- Comprehensive Service Offering: We are a full-service financial planning firm. In addition to investments, tax planning, and estate planning, we offer robust, low-cost, and tax-advantaged insurance policies and annuities. Annuities are the only product that can guarantee you income for life, which is especially helpful as you plan for retirement.
- Client-Focused Values: As a Veteran-owned firm, our values are rooted in service. Our first value is: “with the Golden Rule in mind, go out of your way to solve other people’s problems.” Our team has the “heart of teachers” and is committed to our mission to educate to empower, translating sophisticated financial strategies into clear, actionable steps to achieve your financial goals.
Your Smart Game Plan for Ultimate Financial Peace of Mind
Your high-net-worth journey is unique, complex, and requires more than off-the-shelf investment products. It demands a team of experts who can seamlessly integrate every facet of your financial life – from advanced investment strategies and asset protection to tax planning, estate planning, and business succession. This holistic, fiduciary, and in-house approach is the true value of an integrated wealth advisor.
Why Trajan Wealth: Awards & Client-First Commitment
For three years in a row, USA Today has recognized Trajan Wealth as one of the “Best Financial Advisory Firms” in the country (out of 36,000!), and for two years running, we’ve been awarded “Top Work Place” by our employees. This strong track record is a testament to our team’s commitment to our clients. While many other advisory firms look out for themselves and their shareholders, Trajan Wealth answers only to you, our client.
Contact Trajan Wealth for a Complimentary Portfolio Review
Ready to experience the value of an integrated, fiduciary wealth advisor who places your interests first? Contact us today for a complimentary portfolio review, and we’ll start building your personalized Smart Game Plan for your ultimate financial success and peace of mind.
