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.