High APY Savings Accounts

FDIC insured and offered through Trajan Wealth

Growing Your Money

Trajan Wealth offers a savings account paying a current 3.43% annual percentage yield (APY) on the first $1 million deposit and 2.44% APY between $1 million and $25 million per account.* These rates are as of January 17th, 2025, and are subject to change.
These high-yield savings accounts are designed specifically to help maximize the earning potential of your cash while providing a high level of FDIC insurance to protect your assets. This may be perfect for a small business owner or investor that have high balances of uninsured deposits at other financial institutions. The account minimum is $100,000.

3.43% APY*

What is APY?

“Annual percentage yield (or APY) shows the rate of return you earn on your money in a savings account over a year after including the effect of compounding.” Read more on the math by clicking here.

Key Features

Liquidity

Liquidity

Enjoy next day liquidity with no transaction fee. Convert your asset into cash quickly and easily.

FDIC

Safety

FDIC insured up to $25 million per tax identification number, $50 million for joint accounts.

Financial Fitness and Convenience

Trajan Wealth is your one-stop firm for investing, annuities, savings, trusts and wills, and more.

*Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary.  Trajan Wealth is not a bank, does not offer bank deposits and its services are not guaranteed by the FDIC or any governmental agency.  Rates are subject to change with or without notice.

*High Yield Savings account offered by Cantor Fitzgerald Insured Cash ProgramSM as an Introducing Party for a deposit bank program.  The deposit bank program is established and administered by StoneCastle Cash Management, LLC.

Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”