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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

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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.

We believe that everyone deserves the peace of mind that comes from understanding and planning for their financial future.

A Stress-Free Process

We'll do the paperwork and guide you step by step

First Step

Schedule a short call with a fiduciary advisor. We will answer any questions you have, review your goals, and give you guidance on what may be the best options for you.

Second Step

In our follow-up meeting, we enter a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a custom solution.

Third Step

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.

GET INFORMATION WITH NO OBLIGATION

Clients Say...

The advisors aren’t getting commissions, they’re getting compensated based on our coming up - so if you do right by us, we do right by you - so I like that aspect of it. The fiduciary relationship is something that’s really a trusted relationship and that’s very important to us.

I really wanted to be local. I wanted someone that I could go to to talk and my representative is exactly what I needed. Someone with a ton of experience that can explain it to us in layman’s terms to my wife and I.

Our advisor is overcommitted to solving our problems and... always available whenever we need her, always a good attitude, really on top of things and very helpful.

Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations.

I’d have to say the two most important things that we’ve gotten from Trajan Wealth is transparency and communication. The communication is fantastic and better than other places. The availability is great.

This is not my field, I’m very interested in this field, but it’s not my forte. I was really looking for somewhat of a teaching experience so I could learn and feel like I was part of that process.

Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly.

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