First we educate, then we motivate.
Our services include comprehensive financial plans, a proactive money management platform with an emphasis on reducing large draw downs, and an independent life insurance and annuity platform.
Comprehensive Financial Planning
At Trajectory Wealth, we believe that proper education and a thorough discovery process are key to maintaining your financial health. Our comprehensive financial planning services provide you with the insights and understanding needed to keep your financial house in order.
Additional Services
Limited Financial Planning
When your portfolio relies on market timing, the results can be unreliable. Our Active Money Management approach offers a proactive alternative to traditional buy-and-hold strategies, providing you with the potential for greater security and growth.
Life Insurance and Annuities
There is no "one size fits all" annuity or life insurance product, and there's a lot of misinformation about how annuities and various types of life insurance fit into your specific circumstance. Let’s take the time to determine your needs, and then find a solution that meets that need.
Active Money Management
Rather than a comprehensive plan covering several topics, if you have a core topic that is of interest to you, this may be what you are looking for. You will have the option to take a deep dive into a core topic of your choice.
Owner and Lead Advisor
Jonathon Armstrong, CFP®, ABFP™
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Trajectory Wealth, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.