Scottsdale, Gilbert, & Goodyear:
(480) 990-3300
Tucson:
(520) 321-4100
Salt Lake City Area:
(801) 899-7600
AS SEEN AND HEARD ON
Your Fiduciary Advisors
Experience a Truly Refreshing Approach
Our philosophy starts with you. We dedicate the time needed to listen to your goals and educate you on the options.
Really Understand Your Financial Plan and Options
As a part of the SmartVestor program, we are committed to financial education and solid, professional investing guidance.
Customize Your Retirement Plan For Tomorrow
We aren’t tied to one set of products. As an independent firm, we provide you with a wider variety of resources and options.
Our Focus: Your Financial Success
Money Management
Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options.
Financial Planning & Annuities
We offer guidance on an array of financial objectives, including ways to earn higher potential returns with guaranteed income while addressing tax concerns.
Plus We Do So Much More
Our goal:
To become the most client centric,
forward thinking, and ethical
independent wealth management company
in the world
Get Your Money Management Options
Without Sales Pressure
Our Free Resources
We firmly believe in education as the key to your financial success.
Monthly Blog
From market trends to savings and investing, the Trajan Wealth covers various financial planning topics in bite-size amounts.
Video Library
Meet us before you ever step foot in an office. You can learn more about how we help clients meet their specific needs.
Free Annuity Guide
We cover the pro’s, the con’s, and the critical questions you need to know before you go swimming into retirement.
