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 $499,999

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 knowledge wealth management team you can feel confident your portfolio will be optimized to meet your financial goals.

Triumph Clients

Investors with $500,000 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!

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.

Ready to Join?

Get Started

Becoming a Trajan client is as easy as one to 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 for 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.