Private Wealth Management in Denver

In today’s ever-changing economic landscape, you need a team of fiduciaries who understand how to protect and grow your financial assets no matter what. Trust our Denver wealth management team to comprehend economic patterns while managing a tailored solution built to complement your goals.

Beyond building and protecting their wealth, our clients often come to Trajan Wealth for the following:

Improved investment management and performance.
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, retain and grow your wealth, and take advantage of any opportunities you might miss with your current financial setup.

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

At Trajan Wealth, we prioritize low expenses, manager tenure, and tax efficiency. After all, we want your portfolio to grow as quickly and as much as possible.

AS SEEN AND HEARD ON

High-End Denver Wealth Management

If you haven’t entrusted your financial plan to a fiduciary or you’re looking for a change to your current management, it’s time to grow your investments and protect yourself from economic disruptions with Denver Trajan Wealth. Here are the top five reasons to hire a fiduciary advisor from our Founder & CEO, Jeff Junior.

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.

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:

Come to Our Denver Office

Or Arvada, Boulder, 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

Arvada, Colorado

6275 Joyce Drive, Suite #200
Colorado 80403

Boulder, Colorado

4770 Baseline Rd, 2nd Floor, Suite 200
Colorado 80303

Denver, Colorado

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

Loveland, Colorado

1635 Foxtrail Drive
Colorado 80538

Comprehensive Services All Under One Roof

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

Get your free financial assessment >