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Trajan WealthFinancial advisor in Cary, NC

Trajan Wealth is a financial advisor at 5000 Centregreen Way Ste 500, Cary, NC 27513, ranked #43 of 99 investment advisors in Cary and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cary, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 200-4000Website ↗

Key facts

Key facts about Trajan Wealth
Address5000 Centregreen Way Ste 500, Cary, NC 27513Get directions
Phone(919) 200-4000
Websitetrajanwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cary and 11 towns within 25 miles: Morrisville, Apex, West Raleigh, Raleigh, Holly Springs, Durham, Garner, Chapel Hill, Carrboro, Fuquay-Varina and Knightdale.

Based in Cary, NCView on map

Opening hours

Opening hours for Trajan Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trajan Wealth

How is Trajan Wealth ranked in Cary?

Trajan Wealth is ranked #43 of 99 investment advisors in Cary by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Trajan Wealth’s hours?

Trajan Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trajan Wealth serve?

Serves Cary and 11 towns within 25 miles: Morrisville, Apex, West Raleigh, Raleigh, Holly Springs, Durham, Garner, Chapel Hill, Carrboro, Fuquay-Varina and Knightdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Trajan Wealth?

Trajan Wealth has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trajan Wealth?

Call Trajan Wealth on (919) 200-4000. The business is at 5000 Centregreen Way Ste 500, Cary, NC 27513. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Trajan Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trajan Wealth (this business)—655.0 (4)NoNo
Bowers Private Wealth Management#15665.0 (11)NoNo8.8 mi
Turnpoint Wealth#16665.0 (10)NoNo8.9 mi
RHA Wealth#18645.0 (5)NoNo6.0 mi

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