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 for 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.

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. They do not earn commissions or trading fees. Their compensation is independent of the investments they recommend.

Since our interests are aligned, we manage your portfolio without pressure to meet sales objectives or quotas.  Our wealth management consultants disclose all fees before services begin.

Get The Facts

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 sound 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.

Let us help you achieve your goals

Subscribe to our monthly newsletter

stay informed

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
Newsletter