Locations in Arizona, Utah, and Oklahoma
1 (800) 838-3079
Survive and Thrive during Market Volatility
You don't have to go it alone
The calm second opinion of a pro can be the antidote to the chaos and anxiety that come with market volatility. We can help you steer clear of hasty choices so you can stay focused on your long-term goals.
Trajan Wealth is here to offer support and be your ally during recessions. We share practical individualized strategies with our clients so they can prepare themselves against the worst impacts of recessions—both when it comes to investments and their lifestyles.
Clients First
Clients First
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a retirement plan that reflects your values.
Transparency
Transparency
We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.
Commitment
Commitment
We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fiduciary duty.
As SEEN AND HEARD ON
We are Dave Ramsey Vetted
Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.
Contact Us
Over 50? Preparing for retirement?
Book a one on one session to review your individual situation and investment plan.
Call for a complimentary consultation
- Phoenix Metro: (480) 990-3300
“Our goal is to become the most client-centric, forward-thinking, and ethical independent wealth management company in the world”
Jeff Junior
CEO and Owner
7702 E Doubletree Ranch Rd, Suite #100, Scottsdale, AZ 85258
3303 E Baseline Rd Suite #101, Gilbert, AZ 85234
1616 N Litchfield Rd Suite A-135, Goodyear, AZ 85395
16165 N. 83rd Ave. Suite #200 Peoria, AZ. 85382
