Investors with up to $249,999Ovation Clients
As an investor at Trajan Wealth, you’ll receive the high level of service you expect from a fiduciary. With investment options that meet your personal needs and our accessible and knowledgeable wealth management team, you can feel confident your portfolio will be optimized to help meet your financial goals.
Investors with $250,000 to $999,999Triumph Clients
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 & Cash Flow Strategies
- 401(k) Investment Review (over age 59.5)
- Legacy Planning
- 10% discount on Estate Planning
- Annual Golf Charity Invitation
Investors with Over $1 MillionMagna Clients
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 potential opportunities.
- 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 help protect and grow your investments.
