Exceeding Expectations
Beyond help with building and protecting their wealth, our Phoenix clients come to Trajan Wealth for the following:
- Investment Management with Low-Cost Investment Options.
- 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 Core Capital Preservation.
If you need help with the above categories, let our Phoenix wealth management team become your advisors.
Fiduciary vs. Non-Fiduciary Financial Advisors
Did you know… A fiduciary advisor is obligated to act in your best interests? This means they are required to offer unbiased advice and recommendations that align with your financial objectives. In contrast, non-fiduciary advisors may have conflicts of interest that could impact their advice and your investments.
Collaborating with one of our fiduciary advisors ensures that they can prioritize your specific interests and help you make important financial planning decisions and more.
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.
Phoenix Financial Services
Your Success is Our Success. Get The Facts.
With two decades in the business, we know how to navigate 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
Take a deeper dive into our trusted process and detailed approach.
Custom Portfolio Design
Your portfolio is built just for you, your goals, and your objectives.
Investment Tax Planning
Strategic and data-driven investment tax planning is included in our recommendations.
Ongoing Service
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
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.
