2024 Trajan Wealth Donation Drive

Trajan’s 2024 Donation Drive

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A yearly tradition

At Trajan Wealth, we kindly ask our employees, clients, and golf tournament sponsors to support the local community with donations to the Sojourner Center. Many people bring unwrapped toys or gifts to give to the children living there to brighten their holidays, but everyday items also make a huge difference. You can help with a donation today!

Together We Can Make a Difference

You can help make can impact. Donate an item from their wishlist by by Friday, November 29th. We’ll make sure they receive it!

About The Charity

Since 1977, Sojourner Center has been a safe haven from domestic violence for women and their children in Arizona. They have transformed lives by providing shelter and support services to more than 60,000 adults, children, and pets affected by domestic violence. You can read more at their website by clicking here.

UNFORTUNATELY, DOMESTIC VIOLENCE REMAINS PREVALENT:

Domestic violence involves physical and sexual assault, threats, and emotional abuse by one intimate partner against another. The Maricopa County Attorney’s office reported that nearly 20 people per minute are physically abused by an intimate partner in the U.S., totaling over 10 million women and men annually.

Their mission is to overcome the impact of domestic violence, one life at a time.

Our History of Helping

This is Trajan’s eighth year donating Christmas presents and more to the domestic abuse survivors of the Sojourner Center. For some, it will be the first holiday season they’ve experienced without violence. Below are highlights from last year’s drive.

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.

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Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”