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Beyond Building and Protecting Wealth

Our Denver clients come to Trajan Wealth for the following:

  • Improved investment management.
  • Innovative solutions to portfolio weaknesses and opportunities.
  • Concerns regarding investments, estate, and Colorado and federal taxes.
  • Help understand and manage a sudden increase in net worth or benefits.
  • Protection from economic downturns and disruptions.
  • Creation, execution, and management of long-term wealth preservation.

Sounds familiar? Let us help you answer those questions, help retain and grow your wealth, and take advantage of any opportunities you might miss with your current financial setup.

We feature

Preservation: Long-term Core Capital Preservation
Growth: Growth Inline With Your Risk Tolerance Level
Options: Low-Cost Investment Options

Our Process

Learning About
Your Goals

You deserve financial planners who get to know you, not ones who prescribe a one-size-fits-all approach. During your complimentary initial consultation, we’ll learn about your life, careers, hobbies, and family before diving into your financial present and future.

Comprehensive Portfolio
Review

After your consultation, our Denver fee-only fiduciaries and dedicated team of support staff create a plan suited to you, risk tolerance level, and timeline.

Portfolio
Recommendation

We will present you with a customized portfolio and recommended options designed to help protect you financially. At Trajan Wealth, we prioritize low expenses, manager tenure, and tax efficiency.

Schedule A Free Consultation

As Seen And Heard On

Fiduciary vs. Non-Fiduciary Financial Advisors

Did you know… A fiduciary advisor is obligated to act in your best interests? This means they are required to offer unbiased advice and recommendations that align with your financial objectives. In contrast, non-fiduciary advisors may have conflicts of interest that could impact their advice and your investments.

Collaborating with one of our fiduciary advisors ensures that they can prioritize your specific interests and help you make important financial planning decisions.

5 reasons to hire an FA
1 - A fiduciary can save you time
2 - Help keep your investments on track.
3 - Help prevent emotional decisions
4 - You'll learn more than you thought
5 - Advisors do more than just investing.

Get The Facts
Your Success is Our Success

We grow when you grow. That’s been our motto and guiding star since our inception in 2012. Our Denver wealth management advisors never have sales objectives or quotas to contend with, and they’ll disclose all fees. Transparency and honesty are the only way to manage finances; we bring that mentality to every aspect of our business.

 

CUSTOMER RELATIONSHIP SUMMARY

ADV 2A

Trusted Denver Wealth Management Solutions

For two decades, we’ve helped clients nationwide reach and exceed their financial goals. Here’s how we do it:

Custom Portfolio Design

Our Denver advisors have unique connections that allow you to take advantage of otherwise inaccessible opportunities. As an independent firm, we’re not beholden to brokerage firms. Our goals are aligned toward your portfolio growth.

Custom Portfolio Design

Investment Tax Planning

We help with strategic investment tax planning. We diligently watch Denver tax code changes and statewide and national updates to help reassess your plan and protect your assets.

Our Tax Services

Ongoing Service

Enjoy life in Denver without worrying about the ins and outs of financial minutiae. Don’t worry; we’ll keep you apprised of any developments while taking care of the details and keeping a watchful eye on the future

More About Trajan

Come to Our Denver Office
(…or Broomfield, or Loveland!)

Get your finances organized with our Denver wealth management team. Our complimentary introductory meetings can be done virtually or in person at one of our locations.

Trajan Wealth Colorado Locations

Broomfield, Colorado

390 Interlocken Crescent, Suite 350
Broomfield, Colorado 80021

Broomfield

Denver, Colorado

6312 S. Fiddler’s Green Circle, Suite #300E
Greenwood Village, Colorado 80111

Greenwood Village

Loveland, Colorado

1635 Foxtrail Drive
Loveland, Colorado 80538

Loveland

Comprehensive Services. All Under One Roof.

Beyond our Denver wealth management planning services, our team provides estate planning and retirement planning services.

Contact Us