Our Approach to Financial Success Covers All Aspects of Your Portfolio.
Trajan Wealth is an independent financial services company that’s
helped thousands of clients and is devoted to providing individuals in
or approaching retirement with targeted asset management to help protect,
maintain, and grow their financial portfolios. We believe in diversified
portfolios that focus on long-term core capital preservation, growth in
line with your risk tolerance level, and low or no-cost investment options.
Trajan Wealth has integrated law firm Trajan Estate as one of the first
hybrid firms in the nation, offering clients asset management & estate
planning all under one roof. Your estate plan is not prepared in a vacuum,
and we consider all the facets of your estate plan including wealth and
tax planning. Save time and effort by working with one team on your investment
and estate plan.
We charge a flat percentage fee for our services. Since our interests are
aligned, we manage your portfolio without pressure to meet sales objectives
or quotas. The more you grow, the more we grow. Here are just a few services
and benefits of choosing Trajan Wealth:
- Invest in stocks, bonds, and ETF’s
- Annuities and Insurance
- Estate Planning
- We are financial fiduciaries – not brokers
- Not commission based for investments
- Transparent fees
- Customized investment selection
Ready to create a personalized plan for meeting your financial goals? Call us today!
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*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered