Portland, Oregon - Trajan Wealth

Skip to content

Locations
Careers

Locations
Careers

Services
Education
About
Why Us

Services
Education
About
Why Us

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
- Income Planning
- Annuities
Taxes
Estate Planning
Elder Law
Education
About
Why Trajan
Careers

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
- Income Planning
- Annuities
Taxes
Estate Planning
Elder Law
Education
About
Why Trajan
Careers

Get your free financial assessment >

Coming soon to Portland!

Portland, Oregon

Location Details

(800) 838-3079
[email protected]

Trajan Wealth is Coming to Portland in January 2025! Check back soon for details!

About Trajan

Fiduciary Advisors
Estate Attorneys
Leadership
Why Us

Services

Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Elder Law Practice

Contact Us

Contact Us Online
Find A Location
Careers
Client Logins

Resources

Free Financial Assessment
Education
Tactical Tips

Legal

Privacy Policy
Form ADV 2A
Form CRS
TWIO ETF

Facebook-f Instagram Linkedin Youtube

Advisory services are offered through Trajan^® Wealth, LLC, an SEC registered investment advisor. Annuity guarantees are based on the claims paying ability of the issuing insurance company. Any examples provided are hypothetical. Annuities are issued with prospectus and sales brochures and should be reviewed carefully before funding as features and benefits vary. D.B.A. in most states as Trajan^® Wealth Insurance Solutions.

Trajan^® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Trajan^® Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan^® Wealth, LLC, an SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Trajan^® Wealth, LLC does not provide legal services. Trajan^® Estate, LLC and Trajan^® Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan^® Wealth, LLC, and Trajan^® Wealth LLC refers clients with estate planning legal needs exclusively to Trajan^® Estate, LLC. Legal services in states outside of Arizona and Utah are provided by independent law firms.

Tax services offered through Trajan^® Tax LLC . Trajan Wealth, LLC may refer qualified clients to Trajan^® Tax LLC for tax services. Trajan^® Tax LLC may refer clients to Trajan Wealth, LLC for advisory services.

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, does not offer bank deposits and its services are not guaranteed by the FDIC or any governmental agency. Rates are subject to change with or without notice.

Verified Veteran Owned Business