We love answering questions
Speak with a fiduciary with no Obligation
Our advisors have years of experience and knowledge which means they can give you objective advice about your investments.
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. In addition, we partner with independent attorneys that focus exclusively on estate planning law.
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1 (800) 838-3079
We Specialize In Custom Financial Plans
No two portfolios (or retirement plans) are alike and that’s what makes working with us so different from anywhere else. We offer guidance based on your individual needs whether it be to generate higher returns, to provide you with guaranteed monthly income, or if taxes concern you as well.
A Stress-Free Process
We'll do the paperwork and guide you step by step
GET INFORMATION WITH NO OBLIGATION
Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly.