Client Benefits
Supporting You
No matter how much you invest with Trajan Wealth, you can rely on achieving competitive returns over the long haul thanks to superior service and wallet-friendly costs. We support you – and the local community!
Clients at our Annual Charity Golf Tournament
Ovation Clients
Investors with up to $249,999
Triumph Clients
Investors with $250,000 to $999,999
We want to ensure that our clients not only succeed but also receive the attention they deserve. That’s why Triumph clients can expect additional advantages as their portfolio flourishes – plus exclusive invites!
- Semi annual progress meetings with a dedicated Portfolio Manager
- Retirement Analysis and Cash Flow Strategies
- 401(k) Investment Review (over age 59.5)
- Legacy Planning
- 10% discount on estate planning
- Annual Golf Charity Invitation
Magna Clients
Investors with Over $1 million
As a Magna client at Trajan Wealth, you get more than just an experienced team of investment professionals. We also provide access to additional investment options to help you further maximize your investments and increase prosperity.
- All Triumph benefits listed above
- Quarterly progress meetings with a dedicated Portfolio Manager
- Private Investment Offerings
- 20% discount on estate planning
Ready to Join?
Get Started
Becoming a Trajan client is as easy as one, two, three.
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 on your investments.
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.