Trajan Wealth
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.
About Us
List of Services:
Wealth Management
Estate Planning
401K Rollovers
Savings Plans
Investment Portfolio
Number of Employees:
120
Business Hours:
Mon: 8:00am - 5:00pm
Tue: 8:00am - 5:00pm
Wed: 8:00am - 5:00pm
Thu: 8:00am - 5:00pm
Fri: 8:00am - 5:00pm
Sat: Closed
Sun: Closed
Date of Company Formation:
2012
For more information, please contact us with the details below:
Contact Telephone:
(360) 335-3300
Contact Email:
info@trajanwealth.com
Social Media Profiles:
https://www.facebook.com/trajanwealth
https://www.linkedin.com/company/trajan-wealth-llc/
https://www.instagram.com/trajanwealth/
https://www.youtube.com/@trajanwealth
Wealth Management
Estate Planning
401K Rollovers
Savings Plans
Investment Portfolio
Number of Employees:
120
Business Hours:
Mon: 8:00am - 5:00pm
Tue: 8:00am - 5:00pm
Wed: 8:00am - 5:00pm
Thu: 8:00am - 5:00pm
Fri: 8:00am - 5:00pm
Sat: Closed
Sun: Closed
Date of Company Formation:
2012
For more information, please contact us with the details below:
Contact Telephone:
(360) 335-3300
Contact Email:
info@trajanwealth.com
Social Media Profiles:
https://www.facebook.com/trajanwealth
https://www.linkedin.com/company/trajan-wealth-llc/
https://www.instagram.com/trajanwealth/
https://www.youtube.com/@trajanwealth
Address:
701 NE 136th Ave, Suite 200
Vancouver, Washington 98684
US
Key Services in 2026
- Wealth Management
- Retirement Planning
- Estate & Tax Strategy
- Investment Management
- Tax Services
- Estate Planning
- Business Retirement Plans
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