Private Wealth Management in Houston

You deserve all the benefits that living in Houston, Texas, provides. Whether you’re a longtime resident, transplanted retiree, or a Houston small business owner, our private wealth management services at Trajan Wealth ensure you get the most out of living in this great American city.

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.


Long-term Core Capital Preservation


Growth Inline With Your Risk Tolerance Level


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.

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

Enjoy Expert Wealth Management In Houston​

You don’t need to be on the brink of retirement to start talking to our Houston wealth management experts; after all, retirement income is all about planning ahead—sometimes, way ahead. Here are the top five reasons to hire a good fiduciary advisor.

There are plenty of Houston financial advisors. However, the fiduciaries at Trajan Wealth are eager to put our clients’ needs first and foremost. Simply put, when you grow, we grow! Have a question along the way? We keep all lines of communication open, including reaching out to you before any significant decisions are made.



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 the icon to learn more about our solutions before reaching out for a free consultation.

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!

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.

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.

Visit our Houston Offices

Ready to talk to a well-respected Houston wealth management team? Schedule a consultation at one of our two Houston locations in Sugar Land or The Woodlands. We’ll get going on all the strategies and planning you need today for more security tomorrow.

Trajan Wealth Locations in Houston

Sugar Land, Texas

2245 Texas Dr, Suite 300
Texas 77478

The Woodlands, Texas

1790 Hughes Landing Blvd, Suite 400
Texas 77380

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!