Get a 2nd opinion on your RETIREMENT plan

Trajan Wealth can give you an objective opinion and options to create a customized retirement plan.

Let our experience help give you peace of mind during market volatility

Please fill out the form for a complimentary 2nd opinion without sales pressure.

One of a kind Wealth Management

As a Registered Investment Advisor (RIA), we can help you chose the right options to meet your unique plans and goals.

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Fiduciary with a commitment to help

Our approach is to enter every conversation with the heart of a teacher while maintaining our fiduciary duty.

Financial Advisors for Wealth Management

Elite team of experienced advisors

From portfolio growth and guaranteed income to estate planning, we've got you and yours covered.

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.

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(520) 321-4100

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*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.


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