2000 E Lamar Blvd, Suite 600
Texas 76006
5285 Dallas Pkwy, Suite 410
Texas 75034
550 Reserve St, Suite 190
Texas 76092
2150 S. Central Expressway, Suite 200
Texas 75070
Not all financial advisors are created equal – and not all of them are fiduciaries. Once you sit down to chat with our team, it’s pretty clear: we love what we do. Here’s what separates us from the local competition:
Tax-Efficient Strategies. Taxes significantly impact your investments, which is why we consider them throughout our planning and maintenance process.
Quick Pivoting. The world of finance is ever-changing. You need a team that understands how and when to adjust strategy efficiently and effectively.
Personalized attention and respect. Your financial information is sensitive and tied up in your dreams of the future. That’s why we listen to and honor your long-term and short-term goals.
An eye for the Long Game. We’re not surprised by economic disruption. Our portfolios anticipate how the economic cycles impact your hard-earned investment.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
Our Dallas fiduciary team is comprised mainly of Certified Financial Planners (CFPs), our team members are excited to set you up for a successful financial future. From investment tax advice to comprehensive wealth management and more, you’re in expert hands with Trajan Wealth.
If Dallas is poised to be your retirement destination, congratulations—you’ve picked a winning spot to enjoy the outdoors and one-of-a-kind charm. Whether you are a local or planning to become one, read our insights for a fruitful Dallas, Texas, retirement, including tax-related and housing details you may not have considered.
They say everything’s bigger in Texas. If that’s true (and we know it is), why shouldn’t that include your savings account? As your Texas fiduciary advisors, we’re here to remind
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment