Trajan Wealth
Estate Planning Law
Why pick this one
Trajan Wealth offers integrated estate planning and tax strategies while being led by a veteran team committed to client interests.
Best for
- clients seeking integrated estate and tax planning
- individuals looking for veteran-led financial advice
Look elsewhere if
- those needing low-cost, budget-sensitive solutions
- clients desiring exclusively short-term investment strategies
Specialties
- estate planning
- tax strategy
- wealth management
- retirement planning
Certifications
- fiduciary advisors
What makes them different
- veteran-led firm
- fiduciary obligation to act in clients' best interest
- integrated planning for wealth, estate, and tax strategies
- custom portfolios aligned with client goals
- Serves
- Gilbert, Goodyear, Peoria, Scottsdale, Tucson, Burbank, Carlsbad, Escondido, Rancho Santa Margarita, San Diego, Broomfield, Denver, Loveland, Fort Lauderdale, Fort Myers, Lady Lake, Naples, Sarasota, Sunrise, Tampa, West Palm Beach, Alpharetta, Buckhead - Atlanta, Kennesaw, Lawrenceville, Naperville, Orland Park, Park Ridge, Columbia, Cary, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 15000 Weston Pkwy, Cary, NC 27513
- Phone
- 9192004000
- Website
- https://trajanwealth.com/
Services
- wealth management
- estate planning
- tax planning
- retirement planning