Private Wealth Management
Long-term core capital preservation
Growth in line with your risk tolerance level
Low or no-cost investment options
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.
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.
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
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
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Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly.