Call Us for Customized Money Management

wealth management

The Dow Jones was created in 1896, and through its 118 years of existence, only one thing has remained the same: constant—and often swift—change. Trajan Wealth and its associates believe in ultra-diversified portfolios that focus on capital preservation, growth, and low-cost investment options.

The customized portfolios we build 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. As a tactical money manager, we have the ability to buy and sell with your interests in mind. As the market changes, we can react without the added cost of loads or penalties. Our focus is to diversify your portfolio over several different asset classes such as U.S. stocks and bonds, foreign stocks and bonds, commodities, and real estate in order to mitigate risk exposure.

Our Wealth Management Services

Managing money can become stressful, and we are fully equipped to put your hard-earned income in the right places. Most of our clients are over the age of 50 and have more than 100K in annual income. Our wealth management firm serves Arizona and the Salt Lake City area, and helps your money work for you, rather than the other way around.

As a full-service money management firm, we stand out from other companies in the area. We offer a full range of money management services, including:

Retirement Planning

Stock and Bond Management

Annuities and Income Planning

Trusts and Wills

Deeds

Insurance Advice

Tax Planning and Prep

Business 401(k) Planning

Our Approach

Trajan Wealth approaches money management with sell high/buy low strategies because the “buy and hold” approach has the potential to derail your long-term goals. We prefer a more strategic approach to investing, taking advantage of pricing opportunities when an asset class gets expensive or cheap while still focusing on low-cost security selection.

As a fiduciary, our firm takes security selection very seriously. Our core philosophies include low expenses, manager tenure, and tax efficiency. These are just a few key qualities that differentiate a Trajan Wealth portfolio from its competitors. Your goals are our goals, and we manage your portfolio without pressure to meet sales objectives or quotas.

Unlike many financial firms, Trajan Wealth does not use investments that charge 12b-1 fees. These are commonly associated with mutual funds and are additional fees the fund company charges its current investors to pay for marketing or advertising to acquire new clients. Obviously, this will hurt long-term performance and can lead to a significant cost for the investor.

We pride ourselves in the strong relationships we’ve built with reputable brokerage firms that allow us to access investments not typically offered or “open” to the individual investor. Due to the fact we are not obligated to any one particular investment company, we are able to offer our clients the benefit of unlimited choices.

Trajan Wealth will manage your portfolio, taking your best interests into consideration at all times.

Our goal is to establish a relationship that leaves you feeling comfortable and confident in the decisions you make right now and in years to come. Give us an opportunity to show you the difference Trajan Wealth can make in your retirement.

Call one of our offices to schedule a complimentary consultation today.

Locations

Speak to our financial team today about your future goals and how we can help.

Contact Us