Lake Oswego, Oregon
5 Centerpointe Dr #400Lake Oswego, Oregon 97035
Visit Us In Lake Oswego, Oregon
Trajan Wealth’s first office in the Portland area is now open. We’re excited to serve the community!
We are in Lake Oswego, right off the I-5:
- Take exit 292 for Kruse Way toward Lake Oswego.
- Turn left onto Kruse Way.
- After approximately 0.3 miles, turn left onto Kruse Oaks Boulevard.
- Immediately, turn left onto Centerpointe Drive.
- The destination, 5 Centerpointe Drive, will be on your right.
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.
