Private Wealth Management

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

Learn more below about the solutions we offer!

Custom Portfolio Design

One size does not fit all.

Custom Portfolio Design

High Yield Savings

FDIC insured with next day liquidity.

Savings Account

Investment Tax planning

What you keep counts.

Taxes

401(k) Rollovers

Find the best option for you.

401(k) Rollovers

Private Equity Investments

For accredited investors.

Private Equity Investments

Analysis and Service

Staying with you for the long haul.

Client Benefits

With The “Golden Rule” In Mind, We Go Out Of Our Way To Solve Other People’s Problems.

~ Jeff Junior, CEO & Founder

Our Process

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.

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 Recommendation

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

Free Consultation

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

Clients Say…

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 and 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 and 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.

Trajan Wealth was very helpful in getting our money invested. They explained exactly what to expect and made it easy for us to understand. Very thankful to Michael Collins for his assistance. Extremely happy with this decision.

~ Vickie D.

Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.

Let Us Help You Achieve Your Goals

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