Trajan Wealth

Take a 2nd look

at your portfolio

Make The Most Of Your Money

The stock market’s volatility can lead to last-minute decisions and leave you second-guessing yourself. Education and tactical planning are your best bet for riding this out – and even looking for opportunities to buy low. But do you have the time or energy to put into researching the best portfolio for yourself? Why not get a free 2nd opinion?

Get Guidance


  • Should I buy stock market sell-offs now?
  • Or should I wait to see if the market crashes?
  • How can I save on fees?
  • Is there a way to pay less in taxes?

Contact US

Schedule a complimentary consultation with a fiduciary advisor

Information is secure and never shared with unaffiliated parties. By clicking submit, you are opting in for Trajan Wealth to contact you by phone, email, and text. Please note phone calls are recorded for quality assurance. Standard text message and data rates may apply. You can opt out of text messages by responding STOP at any time. Please view our Privacy Policy for more details.

Handle This Market With Care...

Projected market downturns can create uncertainty for retirees and soon-to-be retirees. It can also provide an opportunity for long-term investors.

But Don't Lock In Your Losses

Timing the market by jumping in and out of investments can (and usually does) create losses that can permanently rob you of future growth.

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.

Our advisors have years of experience and knowledge which means they can give you objective advice about your investments. 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. We’ll instead 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.

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


Trusted Fiduciary Advice

Since 2012

We have straightforward and flat pricing for wealth management. The more you make, the more we make. There are no hidden fees. Plus our advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales.

Trajan Wealth is a Registered Investment Advisor (RIA) established in 2012. We are veteran-led and family-owned. Our advisors are hand-picked and have years of experience. Many of them are also Certified Financial Planners™ professionals.
Trajan Wealth can help you prepare for retirement with wealth management, tax planning, and estate planning. With advisors and estate attorneys working together under one roof, you can save time and money.

Your Path to Peace of Mind

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.


1 (800) 838-3079