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Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Investment in private equity may require accreditation. USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
Annuity guarantees are based on the claims paying ability of the issuing insurance company. Any examples provided are hypothetical. Annuities are issued with sales brochures and should be reviewed carefully before funding as features and benefits vary. D.B.A. in most states as Trajan® Wealth Insurance Solutions.
Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC. Trajan® Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan® Wealth, LLC, a SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Trajan® Wealth, LLC does not provide legal services. Trajan® Estate, LLC and Trajan® Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan® Wealth, LLC, and Trajan® Wealth LLC refers clients with estate planning legal needs exclusively to Trajan® Estate, LLC.
Tax services offered through Trajan® Tax LLC. Trajan Wealth, LLC may refer qualified clients to Trajan® Tax LLC for tax services. Trajan® Tax LLC may refer clients to Trajan Wealth, LLC for advisory services.
Small business 401(k) services offered through a third-party partner. High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank, does not offer bank deposits and its services are not guaranteed by the FDIC or any governmental agency. Rates are subject to change with or without notice.