Client Benefits

Retirement doesn’t need to be scary

At Trajan Wealth, we understand that retirement can be a financial challenge. That’s why we provide guidance and support at every stage of your life.

We’ve got you covered

Make your money work harder for you. Get seamless financial advice, tailored to fit your unique needs and preferences. We provide easy-to-use services that take the hassle out of investing. Join the Trajan family!

All Clients Receive

Your Investments, Our answers

Some of our most frequently asked questions and answers


Come meet one of our knowledgeable advisors! We will lend you a helping hand to review and realize your dreams. In just two to three meetings, we’ll work together to create an individualized solution that’s tailored for achieving your financial goals.

Looking for a one-stop shop to manage your retirement and estate planning? Look no further than our veteran-owned and family-run business! We’re all about keeping things honest with upfront fees and regular progress meetings on your financial journey. Let’s get started today!

Our flat fee percentage is based on your portfolio size, and for extra services such as estate planning or others – no sweat. We want to mutually benefit from our collaboration: the better you do – so we do too! You’ll know what it all costs up front without surprises in sight.

Trajan Wealth clients have a powerhouse team of advisors in their corner – each one an expert armed with financial know-how and many have designations as CPA, CFP, ChFC or CFA. We’ve got your back every step of the way – from advice to tweaking portfolios – so don’t be afraid to reach out when you need us!

Additional Benefits As You Grow

Triumph Clients

Whether you want to expand with a growing portfolio or need some expert guidance on tax planning- we've got the resources at hand. Enjoy the advantages of enhanced benefits once your portfolio grows over $500,000.

MAGNA Clients

With large portfolios over $1 million dollars, financial matters become increasingly intricate. That's why you deserve tailored support backed by the right services to meet all of your needs—and that’s exactly what we provide.

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