Getting a fiduciary? Smart decision.

Take A Closer Look At Trajan Wealth

Are you ready to take control of your financial future? Our expert wealth management services are designed to help you build, preserve, and grow your wealth. Whether you’re planning for retirement, investing for the future, or managing your estate, our personalized approach ensures that your unique financial goals are met.

More transparency

Receive expert guidance and planning with a straightforward, flat percentage fee for money management. We will also disclose any conflicts of interest.

Less pressure

We employ individuals with hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation.

Fiduciaries, Not Brokers

We are fiduciaries, and it’s an obligation of the highest degree for us to act in your best interest at all times. Plus, our advisors are not dually registered as brokers.

Start Today!

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All Under One Roof

Retirement, tax and estate planning go hand in hand. We are proud to offer these services together, in one place, to save you time.

Trajan Wealth is devoted to providing you with asset management to protect, maintain, and grow your financial portfolio.

Part of our commitment to you is transparent pricing. We charge a flat percentage fee for wealth management. Since our interests are aligned, we manage your portfolio without pressure to meet sales objectives or quotas.

When tax season rolls around, many taxpayers realize too late that they could have taken a variety of steps to save money on their taxes. Don’t put off thinking about tax planning. Evaluating your options and outlining tax planning strategies with a financial advisor in advance is important. More time can mean more opportunities.

Ready to retire? We can help you create a retirement portfolio based on your specific goals. Our focus is the ideal balance of risk & safety to provide you with enough growth to produce ample income despite inflation, longevity, and account for expenses like taxes and healthcare. 

Our financial advisors work under one roof with estate attorneys. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets. It saves you time and effort by having the estate plan and the investments all in one place.

What You Can Expect

We'll guide you step by step

1st Step

Schedule your complimentary introductory meeting with a fiduciary advisor. We will answer any questions you have, reviewing your goals, and give you guidance.

2nd Step

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a solution just for you.

3rd 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.

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