Trajan Wealth Discovery

You deserve objective opinions and all the options

Our approach is to enter every conversation with the heart of a teacher while maintaining our fiduciary duty.

Go Ahead. We're Listening.

*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment advisor.

What We Do

Money Managment

Money Management

We build customized portfolios for clients are primarily comprised of a diversified grouping of Exchange Traded Funds or “ETFs” for short. An ETF is less expensive than a comparable mutual fund and allows us to be more tactical.

Income Planning

Income Planning

Seeking an array of financial objectives? We can help you - from protection against investment losses to guarantees for sufficient income in retirement

Wills and Trusts

Estate Planning

Trusts and wills can accomplish similar objectives. When choosing, it is important to know that one size doesn’t fit all. Your estate plan should always be prepared in the way that best meets your family’s needs.

Life Insurance

Life Insurance

If you’re looking for a great supplement to any retirement or savings vehicle, life insurance is a great option with many tax advantages. It is important, however, to understand how those tax advantages work to your best interest.

Our Locations

Scottsdale HQ Office

7702 E. Doubletree Ranch Road #100
Scottsdale, AZ 85258

Tel: (480) 990-3300

Mon – Fri: 9am – 5pm

Tucson Office

3134 N Swan Road
Tucson, AZ 85712

Tel: (520) 321-4100

Mon – Fri: 9am – 5pm

Goodyear Office

1616 N. Litchfield Rd, Suite A-135 
Goodyear, AZ 85395

Tel: (480) 990-3300

Available by Appointment

Salt Lake City Office

10808 S. River Front Parkway #391
South Jordan, UT. 84095

Tel: (801) 899-7600

Mon – Fri: 9am – 5pm

Locations

Speak to our financial team today about your future goals and how we can help. Our offices are open 9 AM- 5 PM, Monday - Friday.

Contact Us