Financial Advisors
Frisco, TX
Trajan Wealth is a financial advisory firm in Frisco specializing in comprehensive wealth management, investment planning, and retirement strategy for individuals and business owners. The firm provides personalized financial guidance through fee-based planning and ongoing portfolio management, helping clients build and protect their wealth with a fiduciary approach.
Ideal for: Business owners, high-net-worth individuals, pre-retirees and retirees seeking personalized wealth management
Service area: Frisco, Dallas, and surrounding North Texas communities
Fiduciary Standard: Operates under a fiduciary obligation, meaning advisors are legally required to act in clients' best interests rather than recommending products that generate higher commissions.
Comprehensive Planning Approach: Integrates investment management, tax strategy, and retirement planning to provide coordinated guidance across all aspects of financial life.
Address: 5285 Dallas Pkwy Suite #410, Frisco, TX 75034
Phone: (469) 579-3500
Website: trajanwealth.com
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