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 Salesforce Team at Trajan Wealth LLC is responsible for managing and optimizing the Salesforce CRM platform to enhance client relationship management and operational efficiency. They develop custom solutions, automate processes, and ensure data integrity to support the company’s wealth management services.

Salesforce Team

Client Services

Leadership Team

Salesforce Team

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Client Services

Leadership Team