Why Trajan Wealth?
Our Commitment To fiduciary duty
What is fiduciary duty? It’s a legal obligation of the highest degree for one party to act in the best interest of another.
Client Focus First
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a retirement plan that reflects your values.
Transparent Fee
We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.
Committed Service
We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fundamental duty.
We are also vetted by Dave Ramsey
Strategic Moves
Trajan Wealth looks at a longer time horizon and incorporates the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.
OUR PHILOSOPHY
There is much more to wealth accumulation than simply buying what looks good or buying what is being sold. With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for. By limiting the downside, we look to achieve a much more consistent growth of your money for years to come.
Meet Jeff Junior, the founder and CEO of Trajan Wealth, to learn more about our founding principles.
An investment in knowledge always pays the best interest.
See the difference for yourself
Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. As a independent firm, we have the ability to customize the portfolio to meet your own unique goals.
