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.
Our approach starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on realistic options. There are ways to create a retirement portfolio based on your specific goals that also have the ideal balance of risk and safety to provide you with enough growth to produce ample income despite inflation, longevity and expenses like healthcare and taxes, but also enough safety to counterbalance market risks and protect your income and legacy. Our fiduciary advisors can help provide personalized solutions.
Trajan Wealth is here to offer support and be your ally during market up’s and down’s. We share practical individualized strategies with our clients so they can prepare themselves against the worst impacts of market volatility—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
Book a one on one session to review your individual situation and investment plan.
Call OR CLICK Below for FREE Consultation
- Tucson: (520) 321-4100
3567 E Sunrise Dr Suite 133B, Tucson, AZ 85718
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“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
