Putting a little additional free money into your investments is a smart move. Investing regularly is even better. Let us help with your financial planning.
Please fill out the form for a complimentary 2nd opinion without sales pressure.
As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.
We look at a longer time horizon and incorporate the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.
We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.
We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth.
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a plan that reflects your values.
Subscribe to receive our newsletter and exclusive market insights