Trajan Wealth

Independent Fiduciary Advisors

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Dave Ramsey vetted

We are Dave Ramsey Vetted

SmartVestor
Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

Survive and Thrive during Market Volatility

You don't have to go it alone.

The calm second opinion of a pro can be the antidote to the chaos and anxiety that come with market volatility. We can help you steer clear of hasty choices so you can stay focused on your long-term goals.

Trajan Wealth is here to offer support and be your ally during recessions. We share practical individualized strategies with our clients so they can prepare themselves against the worst impacts of recessions—both when it comes to investments and their lifestyles.

Clients First

Clients First

We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a retirement plan that reflects your values.

Transparency

Transparency

We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.

Committed Service

Committed Service

We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fiduciary duty.
“I love helping people make wise and well-informed decisions that will benefit them and their families for years to come.”

Steve Woodhead

Fiduciary Advisor

Steve Woodhead, fiduciary advisor

Contact Us

Over 50? Have over $100,000 in investible assets?
Book a one on one session to review your individual situation and investment plan.

Contact info

  • Utah: (801) 899-7600

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*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.