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TW – Game Plan

Trajan Wealth

Every win starts with a Smart Game Plan

Whether you’re nearing retirement, already there, or just starting out — our fiduciary advisors are here to help you make confident, informed decisions. Just like baseball manager Torey Lovullo, you know that strategy is everything — whether you’re managing a team or planning your financial future.

Your Retirement. Your Customized Plan.

Get started with a complimentary appointment for personalized financial planning from our trusted fiduciaries.

What You Can Expect In Your Free Appointment:

✅ A personalized review of your current financial situation.
✅ Tailored retirement and investment recommendations.
✅ Insights from experienced fiduciary advisors.
✅ No cost. No obligation. 100% confidential.

Baseball manager Torey Lovullo and CEO Jeff Junior
Baseball manager Torey Lovullo and Trajan CEO Jeff Junior

Start Today!Call 1 (800) 838-3079

Call to schedule your appointment or complete the form below!

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Your Financial Team

Under One Roof

At Trajan Wealth, we help clients build financial strategies that can stand the test of time. Whether you’re nearing retirement or just stepping up to the plate, our fiduciary advisors will help guide you through every inning of your financial journey. Retirement, tax, and estate planning go hand in hand.

We are proud to offer these services together, in one place, saving you time, stress, and unnecessary costs.

Customized Portfolios

Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.

Tax Planning

Evaluate your options and plan tax strategies with a financial advisor early, as more time creates more opportunities.

Retirement Planning

Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income and claiming Social Security.

Wills & Trusts

Our estate planning lawyers can help you plan for when the unthinkable happens. Make sure you’re taken care of—and those who matter most.

Why Thousands Trust Trajan Wealth

Fiduciaries First.

We’re ethically bound to act in your best interest, always. We employ individuals with hearts of teachers who share high values. We’ll make sure to explain things clearly, without using confusing financial or legal jargon without explanation.

Veteran-Owned Values.

We are dedicated to going above and beyond to solve the problems of others, a commitment that began when Marine Corps veteran Jeff Junior founded the company in 2012.

Experienced & Independent.

Our only loyalty is to you — not to Wall Street or product commissions. Our advisors are not dually registered as brokers, so our interests are aligned. The more you make, the more we make.

Real People. Real Results.

Meet the Team Behind Trajan Wealth

Our team of licensed fiduciaries and estate attorneys work together to guide you every step of the way. No sales pitches. Just clear, customized advice.

Ready to build your winning strategy?

Let’s talk about your game plan.

Call Now
1 (800) 838-3079

Schedule a Free Consultation Today!