Services Offered
Investment Portfolio Management
Personalized investment strategies and ongoing portfolio oversight to grow and protect your assets.
Retirement Planning
Comprehensive retirement plans including 401(k), IRA, and income strategies for a secure future.
Estate Planning and Legal Services
Expert legal guidance for wills, trusts, and estate management to protect your legacy.
Financial Consultation
One-on-one consultations to set clear financial goals and develop actionable plans.
Wealth Management
Holistic wealth management services covering tax planning, insurance, and asset diversification.
Reviews
5(5 reviews)
Rating Distribution
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Christopher Wilk
via Google
about 1 month ago
Another great experience with Trajan Wealth. We just had a web meeting to review and update our investments, and everything was clear, efficient, and well explained. These meetings always go smoothly, and I continue to feel confident in the guidance we receive.
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Ellin Bergvia Google
about 1 month ago
Kent well just amazing…. I truly can’t put into words how greatful I am. When I thought their wasn’t any help for my needs when mother passed an “angel” came thru “Kent” to help me. I thank this Attorney so much. I truly needed him. Thank G-D their still people who really care and want to help you. So many attorneys turned me away either because I had the wrong type of attorney to handle the case that I am up against or they just don’t return a call. Thank you again Kent I truly appreciate your caring heart. We need more of you. Blessing to you and your loved ones.
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Steven Heffernvia Google
about 2 months ago
Darrin was great. He came prepared and provided me a thorough overview of my investments. He also took the time to answer the questions I brought to the table and looked over some of my other outside investments providing feedback and thoughts on the overall diversity of my portfolio which was very helpful.
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Hilary Davisonvia Google
2 months ago
So happy that I have the support of Trajan Wealth to see me into financial and retirement planning and beyond. Justin Junker is super helpful for someone who is not financially organized in any way. The whole Team has made ours and our families future so much more secure. Thank you.
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Roxana Proczkavia Google
4 months ago
I’ve been with Trajan Wealth for over a year now and will definitely continue to work with them because they are genuinely great to work with. From my very first meeting, I had the pleasure of sitting down with a financial advisor who helped me set clear goals — many of which I’ve already been able to achieve. The team is always easy to communicate with, whether by phone, email, or in person. They truly listen, provide thoughtful guidance, and make financial planning feel simple and personalized. I highly recommend this group to anyone looking for financial stability and peace of mind.
