Founded in 2012 by a U.S. Marine Corps veteran, SEC-registered Trajan Wealth in Point Loma unifies investment management, estate planning, and tax preparation under one fiduciary roof at its Liberty Station office on Historic Decatur Road. The firm operates Trajan Estate — the first Alternative Business Structure law firm approved by two state supreme courts — enabling attorney and non-attorney co-ownership that integrates trust drafting directly into the financial-planning workflow, a legal-financial bridge complemented by the wealth-management practice at After-Tax Wealth Management on the peninsula. With over $1 billion in assets under management across 50-plus offices nationwide, the San Diego location extends the same CFP®, CFA, and CRPC credential depth to Liberty Station clients. In-house Trajan Tax CPAs prepare returns that align with the portfolio's tax-lot strategy, a vertical integration echoed in the business and estate counsel at Cannavino Law, APC in Point Loma. The San Diego office's most structurally complex engagements layer revocable and irrevocable trust formation, Roth-conversion laddering, and charitable-remainder planning into a single coordinated strategy for high-net-worth retirees.