The financial landscape is shifting. How should YOU respond?
Market ups and downs are inevitable—but savvy investors stay ahead with the right strategies for their goals.
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We Specialize In Custom Investment Plans
No two portfolios (or retirement plans) are alike, which is why working with us is so different from anywhere else. We offer guidance based on your needs, whether to optimize potential returns, address taxes concerns, or planning for income sources in retirement. Work with a fiduciary advisor that puts your needs first.
Our advisors have years of experience and knowledge, so they can give you objective investment advice. One thing we don’t recommend? Trying to time the market! It’s nearly impossible for people to predict where the market will bottom until after it has already happened. Instead, we’ll help you stay focused on your goals in the long term by creating a portfolio with tactical changes today while also giving thought to how these changes may affect you tomorrow.
Trajan Wealth can also help you with retirement, tax, and estate planning. We are proud to offer these services together, in one place, to save you time.
About Matt Coffina, CFA®
Matt Coffina, CFA®, is the portfolio manager for Trajan Wealth’s Expanding Moat and Defensive Moat strategies. He seeks to invest in companies with strong and improving competitive advantages, above-average revenue and earnings growth, and reasonable valuations. Matt has more than 15 years of experience as a portfolio manager and analyst. Even if it weren’t his job, he would happily spend all day learning about businesses and trying to identify stocks with a favorable risk/reward tradeoff.
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