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TW – Your Local Fiduciary Partner

Trajan Wealth

Retire With Confidence. Start With a Free Appointment.

Personalized financial planning from trusted fiduciaries — no cost, no pressure.

Your Retirement. Your Customized Plan.

At Trajan Wealth, we take the guesswork out of retirement.
Whether you’re nearing retirement, already there, or just starting out — our fiduciary advisors are here to help you make confident, informed decisions.

What You Can Expect In Your Free Appointment:

✅ A personalized review of your current financial situation.
✅ Tailored retirement and investment recommendations.
✅ Insights from experienced fiduciary advisors.
✅ No cost. No obligation. 100% confidential.

Start Today!Call 1 (800) 838-3079

Call to schedule your appointment or complete the form below!

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Your Financial Services

Under One Roof

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

Customized Portfolios

Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.

Tax Planning

Evaluate your options and plan tax strategies with a financial advisor early, as more time creates more opportunities.

Retirement Planning

Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income and claiming Social Security.

Wills & Trusts

Our estate planning lawyers can help you plan for when the unthinkable happens. Make sure you’re taken care of—and those who matter most.

Why Thousands Trust Trajan Wealth

Fiduciaries First.We’re ethically bound to act in your best interest, always. We employ individuals with hearts of teachers who share high values. We’ll make sure to explain things clearly, without using confusing financial or legal jargon without explanation

Veteran-Owned Values.We are dedicated to going above and beyond to solve the problems of others, a commitment that began when Marine Corps veteran Jeff Junior founded the company in 2012.

Experienced & Independent.Our only loyalty is to you — not to Wall Street or product commissions. Our advisors are not dually registered as brokers, so our interests are aligned. The more you make, the more we make.

Real People. Real Results.

I’d have to say the two most important things that we’ve gotten from Trajan Wealth is transparency and communication. The communication is fantastic and better than other places. The availability is great.

~ Thomas and Michelle Y.

They answer all your questions and I loved it. It was a really good experience… They’re authentic, they’re transparent, they’re not trying to hide anything. They’re not trying to have you buy something that they’re going to make a commission on, that’s the whole point of fiduciaries which I liked.

~ Erika & John Y.

Trajan Wealth was very helpful in getting our money invested. They explained exactly what to expect and made it easy for us to understand. Very thankful to Michael Collins for his assistance. Extremely happy with this decision.

~ Vickie D.

About 4 years ago we moved our retirement account to Trajan Wealth we were looking for growth and income. With us it’s about trust with our life savings. Our advisor is very knowledgeable and helpful in our decision making. I never write a review until I see results first. We are glad we made the move.

~ Tony T.

Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly, or are taken from Google reviews.

Meet the Team Behind Trajan Wealth

Led by Marine Corps veteran Jeff Junior, our team of licensed fiduciaries and estate attorneys work together to guide you every step of the way. No sales pitches. Just clear, customized advice.

Ready to Take the First Step Toward Financial Confidence?

Schedule your free appointment today and get the clarity you deserve.

Call Now
1 (800) 838-3079

Schedule a Free Consultation Today!

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