Our Houston wealth management services are designed to protect, maintain, and expand your financial portfolio by helping you understand the benefits of being a Texas resident. At Trajan Wealth, we believe in tactical investments and tailored insights.
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
Get the hometown experience you deserve. Schedule a complimentary introductory meeting with our team of fiduciary advisors and learn more about our wealth management certifications and expertise in the Houston area. We’ll review your goals and get to know you better.
Comprehensive Portfolio
Review
In our follow-up meeting, we’ll go through a detailed fact-finding process. This includes learning more about your specific financial situation and your long-term plans for living in Houston so we can tailor a solution just for you.
Portfolio
Recommendation
Our core philosophies for security selection at Trajan Wealth include low expenses, manager tenure, and tax efficiency. Tell us your risk or tolerance level and a timeline for your goals. We’ll develop a wealth management plan to help grow your money safely.
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.
Get The Facts
Transparency
Because we believe our growth aligns with your growth, our Houston wealth management advisors never have to meet any sales objectives or quotas, and they’ll disclose all fees before services begin.
Whether you’re contacting us with a question or we’re reaching out to you, our lines of communication remain open. That way, you always feel comfortable, confident, and informed in your portfolio decisions.
Trusted Houston Wealth Management Solutions
Click below to learn more about our solutions before reaching out for a free consultation.
Custom Portfolio Design
Our strong relationships with reputable Houston brokerage firms open you up to investments in the area that are difficult or even impossible to access as an individual investor. And though we love working with them, we’re not beholden to any specific one. It’s all about you!
Investment Tax Planning
Though Houston is a tax-friendly place to invest, you still deserve to hold on to as much of your hard-earned wealth as possible. Therefore, our Houston fiduciary advisors are up to date on any changes to the city-wide and Texas state tax codes for your benefit.
Ongoing Service
Take it all in after retiring to Houston. Enjoy the city’s best neighborhoods for dining, revel in some downtown entertainment, or bring your grandchildren to the Houston Zoo. We’ll check in with you regularly between those busy moments.
Hear it From Houston Directly
“Houston’s one of the most diverse urban areas in the entire country, and most people here are really proud of that.”
~ Laura Moser
Author/Politician
Visit our Houston Offices
Ready to talk to a well-respected Houston wealth management team? Schedule a consultation at one of our three Houston location in Houston, Sugar Land, or The Woodlands. We’ll discuss all the strategies and planning you need today for more security tomorrow.
Trajan Wealth Houston Locations
Even More Services from Trajan Wealth
Our Texas fiduciaries don’t stop at wealth management. We also offer estate services and retirement planning. Schedule a free consultation now!
