Trajan Wealth Advisors Can Help
Nearby Offices
West Palm Beach, Florida
2054 Vista Parkway Suite #400West Palm Beach, Florida 33411
Visit Us In West Palm Beach, Florida
Achieve your financial goals with our personalized and expert financial advice in West Palm Beach. Trust us to help you make the right financial decisions.
- Heading from downtown West Palm Beach: Head south on FL-5 S toward 1st St/Banyan Blvd
- Get on FL-704 W/Okeechobee Blvd
- Merge onto FL-704 W/Okeechobee Blvd
- Turn right onto Vista Pkwy and continue forward
- Our office is in the Emerald View complex on the right, Suite #400.
Business Hours
8 AM - 5 PM EST, Monday- FridayPhone
(800) 838-3079© 2025 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Any examples given are strictly hypothetical. Your results may differ. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.
Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax LLC.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
