About Trajan Wealth
Founded in 2012, Trajan Wealth has helped thousands of clients across the country. Here's why you should become one of them! Despite their decades of experience, their full-service team starts with you. They consider their clients to be a part of the team. Their fiduciary advisors take a unique approach, getting to know you personally. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan.
Services
Investment Management Wealth Management Custom Design Portfolios 401K Rollovers Private Markets Investing High-Yield Savings Retirement Planning Wealth Protection Annuities Life Insurance Asset Protection Tax Planning & Prep Estate Planning Living Trusts And Wills Estate Tax Planning Small Business Services Small Business 401(K) Plans Key Person Insurance Business Legacy PlanningReviews
I heard about Trajan Wealth while watching MLB. We did some research found out it was veteran owned and decided to call them. We met with Mike Wilson. He was very knowledgeable and informative without being brash. We knew after our first meeting we were going to change to Trajan Wealth but the second meeting definitely confirmed it. I’m looking forward to our financial future with Trajan Wealth and Mike Wilson our Fiduciary Advisor.