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Private Wealth Management

You want wealth management that’s designed to protect, maintain, and expand your financial portfolio. At Trajan Wealth, we believe in tactical investments, tailored insights, and:

Long-term core capital preservation

Growth in line with your risk tolerance level

Low or no-cost investment options

Our Process

Getting To Know You

Getting To
Know You

Schedule your complimentary introductory meeting. Ask any questions you have and learn about our wealth management certifications and experience. We’ll review your goals and get to know you.

Portfolio Review

Comprehensive Portfolio Review

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a solution just for you.

Portfolio Recommendations

Portfolio Recommendation

Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.

FREE CONSULTATION

With the "Golden Rule" in mind, we go out of our way to solve other people's Problems.

- Jeff Junior, CEO & Founder

Transparency

Transparency

Part of our commitment to you is transparent pricing. We charge a flat percentage fee for wealth management. Since our interests are aligned, we manage your portfolio without pressure to meet sales objectives or quotas.  Our fiduciary advisors disclose all fees before services begin.

Get The Facts

Read Our Customer Relationship Summary
Read Our Form ADV 2A
Transparency

When to call the experts

Picking the right financial advisor is one of the best investments you can make for your financial future. Why? If saving time and energy sounds good, we’ve got you covered. Peace of mind? You got it. Here are the top 5 reasons to hire a good fiduciary advisor.

Trusted Wealth Management Solutions

Click the icon to learn more about the solutions we offer.

Custom Portfolio Design

One size does not fit all.

401(k) Rollovers

Find the best option for you.

High Yield Savings

FDIC insured with next day liquidity.

Private Equity Investments

For accredited investors.

Investment Tax planning

What you keep counts.

Analysis and Service

Staying with you for the long haul.

Clients Say...

The advisors aren’t getting commissions, they’re getting compensated based on our coming up - so if you do right by us, we do right by you - so I like that aspect of it. The fiduciary relationship is something that’s really a trusted relationship and that’s very important to us.
Bob M.
I really wanted to be local. I wanted someone that I could go to to talk and my representative is exactly what I needed. Someone with a ton of experience that can explain it to us in layman’s terms to my wife and I.
John S.
Our advisor is overcommitted to solving our problems and... always available whenever we need her, always a good attitude, really on top of things and very helpful.
Kelvin & Kathryn M.
Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations.
Tom & Kris R.
I’d have to say the two most important things that we’ve gotten from Trajan Wealth is transparency and communication. The communication is fantastic and better than other places. The availability is great.
Thomas & Michelle Y.
This is not my field, I’m very interested in this field, but it’s not my forte. I was really looking for somewhat of a teaching experience so I could learn and feel like I was part of that process.
Deb C.

Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly.

Let us help you achieve your goals

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