Trajan Wealth
Estate Planning Law
Why pick this one
Trajan Wealth integrates estate and tax planning under one roof and is founded by a U.S. Marine Corps veteran.
Best for
- comprehensive estate planning
- integrated tax strategy
- personalized wealth management
Look elsewhere if
- clients seeking only basic estate planning services
- individuals looking for non-fiduciary advice
Specialties
- estate planning
- tax strategy
Certifications
- fiduciary
What makes them different
- founded by a U.S. Marine Corps veteran
- advisors are fiduciaries acting in clients' best interest
- integrated approach combining investments, estate, and tax planning
- 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
- 8601 Six Forks Rd Ste 400, Raleigh, NC 27615
- Phone
- 9192004000
- Website
- https://trajanwealth.com/
Services
- wealth management
- retirement planning
- estate & tax strategy