Discover the Trajan Wealth Difference
Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape.
The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars.
Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low-cost, low-fee savings programs that can help minimize your tax burden. As an independent practice, we have a fiduciary duty to put your best interests first.
Ready to create a personalized plan for meeting your unique financial needs? Give us a call at 480.214.9835 and partner with one of our trusted professionals today.
Press play to get an inside listen at what it's like to work with us in a recent interview of our president, Jeff Junior, on KTAR News radio as he shares insights into how current market conditions are impacting investors.
The Trajan Advantage
Fiduciary vs. Broker
Our Financial Services
By specializing in professional money management and income planning, we can help you attain your short- and long-term financial goals.
We believe in ultra-diversified portfolios. However, we attempt to limit investment overlapping ... Learn More
Let us help advise you on how to achieve higher potential returns for a more secure retirement ... Learn More
The earnings of an annuity can either be fixed or contributed to an index crediting account ... Learn More
Life insurance can help with legacy and income planning, and offers many tax advantages ... Learn More
Let us help you make sense of your allocations and your plan's fund options for maximum growth ... Learn More
In The News
Access our radio show archives and view other featured media pieces about Trajan Wealth ... Learn More
Find out how our experts can tailor strategies to help you achieve financial success ... Learn More
Wealth accumulation should be more than simply buying what looks good or what is being sold ... Learn More
Schedule an appointment with our team and move one step closer to achieving your goals ... Contact Us