Logix - Toluca Lake

Being an Allstate agent since 2016 has given me the opportunity to learn so much about auto and life insurance and how I can use that knowledge to help the Sun Valley community. I’m a proud resident and would love the chance to speak to you!

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.