Trajan Wealth is a full service financial fiduciary that only uses no-load investment options. We create customized portfolio’s to meet your retirement needs. Our managed portfolio’s are reviewed daily with your interests in mind.

• Financial Fiduciary – managed money accounts
• Transparent Fees
• Customized Investment Selection
• Stocks, Bonds, Mutual Funds and ETF’s
• Annuities and Insurance

We do not use commission based investments and are only paid a low flat fee aligning our goals – the more you grow, the more we grow.

Before you can implement an investment strategy, or a college-savings strategy, or a retirement-planning strategy — you’ll need some money to work with.