2245 Texas Dr, Suite 300
Texas 77479
1790 Hughes Landing Blvd, Suite 400
Texas 77380
You’ve worked diligently to create the life you want; now, let’s protect it. Trajan Wealth helps you maintain and strengthen your finances with tactics aligned with your goals and dreams. Here’s how we do it:
We Listen to You. Our financial strategies are never one-size-fits-all because no two clients are identical. After learning more about where you are and where you want to be, our Houston fiduciaries help you get there with tax-efficient strategies and personalized recommendations.
We’re In Touch With Today’s Economy. It’s no secret that the world today is unpredictable. Our Houston financial advisors understand local, national, and global economic trends and possibilities. By looking ahead, we can adjust accordingly, giving your investments the best chance to grow.
We Handle Short and Long-Term Management. Our team is in it for the long haul, by your side throughout all the changes life brings your way.
We Offer a Unique Approach. Different financial advisors in Houston, Texas have their own approaches. As Certified Financial Planners (CFPs), we meet and exceed educational and ethical standards. After decades of doing this, we know our ways yield results for our clients.
We’re Embedded in the Local Community. Our strong relationships with reputable Houston brokerage firms open you up to investment opportunities you won’t find anywhere else.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
The sooner you prioritize the growth and protection of your assets, the better off you’ll be. Trust our team to manage your financial portfolio with your best interest at the center of every decision.
Are you looking for a change in your financial handling? Connect with our Houston Trajan Wealth team for a complementary second opinion on your wealth management, retirement, investments, or estate plan. Let’s see what we can do for you.
Building wealth in Houston doesn’t have to be complicated or overwhelming. It’s all about working with a financial institution that understands where you are and where you want to be while providing personalized wealth-building strategies in Houston.
Whether you’re a lifelong Texan or have always dreamt of moving here, what do you need to know about a Houston retirement? There’s a lot to look into. Finding your
Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients.
Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”
Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”
