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. 

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.


Clients Say...

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