Trajan WealthFinancial advisor in Naples, FL

Also ranked: #21 of 43 wealth managers in Naples#18 of 28 investment advisors in Naples

Trajan Wealth is a financial advisor at 1415 Panther Ln Ste 535, Naples, FL 34109, ranked #43 of 87 financial advisors in Naples 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.

Naples, FLUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (239) 844-1000 Website ↗

Key facts

Key facts about Trajan Wealth
Address	1415 Panther Ln Ste 535, Naples, FL 34109Get directions
Phone	(239) 844-1000
Website	trajanwealth.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Naples and 10 towns within 25 miles: East Naples, Golden Gate, Bonita Springs, Estero, Marco, San Carlos Park, Marco Island, Cypress Lake, Villas and Iona.

Based in Naples, FLView on map

Opening hours

Opening hours for Trajan Wealth
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Trajan Wealth

How is Trajan Wealth ranked in Naples?

Trajan Wealth is ranked #43 of 87 financial advisors in Naples by RFA Score, with 68 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 Naples and 10 towns within 25 miles: East Naples, Golden Gate, Bonita Springs, Estero, Marco, San Carlos Park, Marco Island, Cypress Lake, Villas and Iona. 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 (239) 844-1000. The business is at 1415 Panther Ln Ste 535, Naples, FL 34109. 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
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Trajan Wealth (this business)	—	68	5.0 (4)	No	No
Florida Trust Wealth Management	#41	68	5.0 (5)	No	No	0.2 mi
LifeGuy Financial Center - Life, Retirement, Health, Disability, Annuities	#42	68	5.0 (5)	—	—	1.0 mi
Coastal 360 Capital Advisors	#44	68	5.0 (4)	No	No	2.7 mi

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