Private Wealth Management in Phoenix

When was the last time you assessed your wealth management team? Are your assets growing as quickly and with as much stability as possible? Take your finances to the next level with our Phoenix fiduciaries.

Exceeding Expectations

Beyond building and protecting their wealth, our Phoenix clients come to Trajan Wealth for the following:

Investment management and performance.
Solutions to portfolio weaknesses and opportunities.
Concerns regarding investments, estate, and Arizona and federal taxes.
Education and management of a sudden increase in net worth or benefits.
Shielding from local, national, and global economic downturns and disruptions.
Long-term wealth preservation.

If you need help with the above categories, let our Phoenix wealth management team become your advisors.

Preservation

Long-term Core Capital Preservation

Growth

Growth Inline With Your Risk Tolerance Level

Options

Low-Cost Investment Options

Our Process

Learning About your goals

Forget a one-size-fits-all approach. With our Phoenix wealth management team, we’ll get to know you before we make recommendations that impact your financial life.

Comprehensive Portfolio Review

You have a lot on your plate; leave the details to us. Trajan Wealth’s fee-only fiduciaries and support staff build recommendations just for you.

Portfolio Recommendation

Our priorities include low costs, manager tenure, and tax efficiency. We’ll work our hardest to make sure your portfolio proliferates with stability.

AS SEEN AND HEARD ON

Why Hire a Phoenix Fiduciary?

If you haven’t entrusted your financial plan to a fiduciary or want to update your current management, you can grow your investments and protect yourself with Trajan Wealth. Hiring a fiduciary advisor can make all of the difference. Here is why, as explained by our Founder & CEO, Jeff Junior.

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Phoenix Financial Services: Your Success is Our Success

With two decades in the business, we know how to grow your finances efficiently and expertly while navigating local, national, and global economic disruptions. Our Phoenix financial services put your needs first, with an eye on your future, while meticulously accounting for your present.

Without sales objectives or quotas, you can trust our fee-only Phoenix fiduciaries to be upfront about every transaction and fee. Transparency and honesty are the priorities we bring to every client relationship.

Trusted Phoenix Wealth Management Solutions

Our clients reach and exceed their financial goals with our trusted process and detailed approach:

Custom Portfolio Design

As an independent Phoenix wealth management firm, we’re not beholden to brokerage firms, only your portfolio growth and management.

Investment Tax Planning

Strategic and data-driven investment tax planning means your assets are growing in the best way possible.

Ongoing Service

Financial worries shouldn’t affect the joy of your daily routines. Our Phoenix financial services let you leave the minutiae to us. If you have questions, we’re available to answer them at any time.

Visit One Of Our Trajan Wealth Phoenix Financial Services Offices

Are you ready to take control of your financial future? Our complimentary introductory meetings can be done virtually or in person at one of our Phoenix locations.

Trajan Wealth Phoenix LocationS

Scottsdale, Arizona

18700 N Hayden Rd, Suite 470
Arizona 85255

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

Providing the Phoenix Financial Services You Need

Are you looking for comprehensive financial guidance? At Trajan Wealth, we don’t stop at wealth management. Learn more about our Phoenix estate planning and retirement planning services.

Get your free financial assessment >