Our 6th Annual Scottsdale Golf Tournament Charity Drive
Our 2022 golf tournament and donation drive was a HUGE success! Every year, Trajan Wealth partners with the Sojourner Center, and we ask clients and employees to donate unwrapped gifts
phoenix Financial Advisors
Welcome to Trajan Wealth Phoenix
Trajan Wealth Locations in Phoenix
Scottsdale, Arizona
7702 E. Doubletree Ranch Road, Suite 100
Arizona 85258
Gilbert, Arizona
3303 E Baseline Rd, Suite 101
Arizona 85234
Goodyear, Arizona
1616 N Litchfield Rd, Suite A-135
Arizona 85395
Peoria, Arizona
16150 N Arrowhead Fountains Center Dr, Suite 245
Arizona 85382
Phoenix Fiduciaries Worthy of your attention
If you’ve searched through financial companies in Phoenix, you may be overwhelmed by all of the choices out there. Here’s what makes Trajan Wealth’s approach worth your time and attention:
An Expert Understanding of Arizona Taxes. Our team isn’t remote but rather integrated into the local community. We understand the ins and outs of Arizona’s tax structure, including the Arizona flat tax. Our finger is on the pulse of our local economy and how it can impact your assets.
Personalized Planning. Financial information is often tied up in our vision of the future. Instead of prescribing the same rote information to every client, we listen to and honor your long-term and short-term goals, tailoring our recommendations and strategies toward what you see for yourself.
Unique Fiduciary Approach. A surprising number of financial companies in Phoenix operate without fiduciaries. Because our financial advice comes from fiduciaries, you can trust we have your best interest at heart. An Independent Firm. We don’t have just one line of products or portfolios at our disposal. Being an independent firm means custom diversified portfolios aligned with who you are.
Hear from our phoenix Clients
We love helping our clients reach their financial goals
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
Plan for brighter days with an arizona retirement
If you have your eye on an Arizona retirement, we’re here to make it happen! Whether in the near future or many years down the road, it’s never too early to get a handle on your financial planning.
Schedule a complimentary consultation where our Arizona fiduciaries will get to know you and your goals, answering even your most-nuanced questions. Then, we’ll lay out the strategies designed to work in your favor.
Schedule Your Appointment
We Love Phoenix:
MEET our phoenix financial advisors
Finding a Financial Advisor in Phoenix, Arizona
Prioritizing, organizing, and strengthening your finances is one of the best ways to plan for your present and prepare for the future. Whether you run a small business and need
Arizona Retirement FAQs
How much does it cost to retire in Phoenix? It depends on so many factors, including your lifestyle and needs. Our retirement planning services can help determine what set-up you’ll need to enjoy the life you want.
Why do so many retirees move to Arizona? Well, for one, there’s plenty of sunshine here in Arizona. But beyond that, Arizona is a tax-moderate state. Our Phoenix fiduciaries can help you maximize your assets for a comfortably sunny retirement.
When do you stop paying property taxes in Arizona? At 65 years old, you can stop paying property taxes in Arizona. This is also known as the Senior Property Valuation Protection Option. Yet another reason retirees tend to move out here to enjoy their golden years.
Have a question that hasn’t been answered? Contact our team!