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© 2025 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.
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.