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, provide guaranteed monthly income, or address taxes concerns. 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 David Busch, CFA®
David Busch, CFA®, is a seasoned investment leader with a passion for translating complex market dynamics into actionable strategies. As Co-Chief Investment Officer at Trajan Wealth, he develops and implements firm-wide investment strategies, guiding asset allocation with precision and insight. His expertise spans fixed income, equities, alternatives, and derivatives—optimizing portfolios to enhance risk-adjusted returns and align with client goals.
Committed to financial education, David produces insightful market commentary, thought leadership, and educational content to keep clients informed and empowered.
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