Locations in Arizona, Oklahoma, and Utah

Client Appreciation

Our clients and community are an integral piece of the Trajan Wealth portfolio. 

You plant a sapling one afternoon, and suddenly it’s a tree. You bring home a new baby, and before you know it, it’s time for pre-school. You start a business with a truck, and you end up buying a building. Funny how things grow so fast, isn’t it? Our business has grown and its all about our clients. We’ve enjoyed seeing families grow, along with their hopes and dreams.  

It’s been exciting to see it all happen. We thank you for trusting us and we hope to advise you for many years to come.

Highlights from our RECENT events

2019 Charity Golf Tournament

2019 Client Appreciation Casino Night

2018 Charity Golf Tournament

2018 St. Patty's Client Celebration