Trajan Wealth

Name: Trajan Wealth
Telephone: +14695793500
Rating: 4.80

Financial planner 4.80(35 reviews) 13907 Minuteman Dr Suite 125, Draper, UT 84020, United States

Trajan Wealth is a veteran-led financial planning firm offering fiduciary services in wealth management, retirement, taxes, and estate planning. Our expert advisors prioritize your financial goals, delivering personalized solutions for every stage of life.

Get directions Visit website

Photos of Trajan Wealth

Services Trajan Wealth offers

Trajan Wealth offers comprehensive financial planning services to meet your unique needs.

Wealth Management
Custom Portfolio Design
401k Rollovers
Private Equity Investing
Retirement Planning
Tax Planning & Prep
Estate Planning
Small Business Services

Trajan Wealth business numbers & email addresses

Email addresses

Not available.

Phone number

+14695793500

Location & directions

Find our Draper, UT office easily with these directions. Our team is ready to assist you with wealth management needs when you visit us.

13907 Minuteman Dr Suite 125, Draper, UT 84020, United States

Service hours

Wednesday	8 AM–5 PM
Thursday	8 AM–5 PM
Friday	8 AM–5 PM
Saturday	Closed
Sunday	Closed
Monday	8 AM–5 PM
Tuesday	8 AM–5 PM

Trajan Wealth overview

Trajan Wealth is a trusted firm specializing in comprehensive financial planning. Our fiduciary advisors focus on your long-term success, ensuring personalized, transparent, and trustworthy service. We cater to diverse financial needs, from managing investments to planning estates. Our veteran leadership promotes a strong commitment to helping clients achieve their financial goals.

Send letters & parcels

To send letters or parcels to Trajan Wealth, please use their physical address in Draper, UT. This ensures that your correspondence reaches the right department promptly. Ensure that your letter or parcel is properly addressed to avoid any delays.

Send a resume or CV

For those interested in joining Trajan Wealth, sending a resume or CV can be done by mailing it to their Draper, UT office. Clearly label your resume or CV for the career opportunities team to ensure it receives prompt consideration.

Business highlights

Veteran-led, fiduciary-focused financial services.
Comprehensive wealth management under one roof.
Client-first approach with transparent fees.

Accepted payment methods

Credit/Debit CardsBank TransfersACH Payments

Customer experiences

Clients consistently praise Trajan Wealth for their transparency and personalized approach. From preparing for retirement to understanding market fluctuations, clients appreciate the clear and helpful guidance they receive. Share your Trajan Wealth experience so others can learn about the impact on their financial journey.

Stevan Ridge

We are EXTREMELY satisfied with our experience at Trajan Wealth!! Trevor Stauffer has been so helpful, he gets 5÷ stars from us, so great to work with someone who cares!

Glenn gifford

Jennifer is great to work with and is very patient and knowledgeable. She listens to my ideas and corrects me when needed. I feel like my retirement nest egg is in good hands and I’m looking forward to an amazing and long retirement!!!

steve mascaro

Trevor’s help in moving our account to Trajan was exceptional. He very clearly explained the entire process and the handled the transfers all very smoothly. Very professional, and friendly. Thank you Trevor.

Bryson Mull

Trajan is great to work with. From the first contact for scheduling my first appointment to how thorough my advisor has been. I look forward to doing business with them and putting my retirement plan in their capable hands.