TrustCounsel

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.

Personal Trust Services, Estate Administration, Retirement Plan Advisory Services, Legacy Planning, and Asset Management

Our services include competent assistance and sound advice in the areas of individual and business tax preparation and planning, accounting, estate planning, business acquisitions and sales, ESOP plan consulting, business loan applications, Management Advisory Services and computer consulting. We are Quick Books certified consultants. Extended hours are available during Tax Season. Located in NW Greensboro at 3201 Brassfield Road, Suite 300, between Battleground and New Garden Rd.