Client Benefits

Benefits At A Glance

When it comes to your finances, you want an advisor you can trust. Someone who will help you plan for your long-term success, not just sell you a product. At Trajan Wealth, we’re dedicated to helping investors and their families achieve financial security. We offer competitive performance, exceptional service, and low costs so you can focus on what’s important – your future.

Resources and Perks

Fiduciary Advice

We have hearts of teachers. We're not like brokers, we place your best interests first.

No Fees on Trades

When it comes to fees, we don’t like surprises and neither do you.

Estate Discount

Not only are we people-friendly, but we’re also wallet-friendly as well.

Expert Reviews

Personal Review

Let us do the hard work. We make sure you’re always on the right track with regular progress meetings.

Social Security Analysis

Social Security under the microscope. Make sure you're getting the most out of your income.

Medicare and Medicaid

Our advisors give you guidance on Medicare and Medicaid when it's time.


Dedicated Team

We’re here when you need us. If you ever have any questions about your investments, we’re just a phone call away.

Virtual Market Updates

We're actively involved throughout your financial journey with our quarterly investment team webinars.

Monthly Newsletter

We want to always keep you in the loop. Stay up to the date with our monthly newsletter.

Next Level Benefits

Personalized help. Extensive services. Investing support. Learn about additional benefits for investors over $250,000.