Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today.



Insurance

Investment Management

Retirement

Trajan Wealth LLC

Jeff Junior

Diane Woolley

Judith Maldonado

Ryan N.

Babatunde Omotinugbon

Tami Hampshire

The Client Services team at Trajan Wealth LLC is dedicated to ensuring a seamless and personalized experience for our clients. Comprising Client Development, a Client Services Manager, and a Client Relations Specialist, the team focuses on addressing client inquiries, maintaining effective communication, and supporting the implementation of custom wealth management solutions. They work collaboratively to enhance client satisfaction and foster long-lasting relationships.

Client Services

Salesforce Team

Leadership Team

Client Services

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Salesforce Team

Leadership Team