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
Investors with up to $249,999
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!
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.
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Becoming a Trajan client is as easy as one to three.