Trajan Wealth

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Strategic Moves

As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.  

We look at a longer time horizon and incorporate the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.

Transparency

We have a straight-forward flat fee pricing for money management. The more you make, the more we make.  Since our interests are aligned, it alleviates any need to sell you costly investments.

Vetted By Dave Ramsey

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.

Client Focus

We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a plan that reflects your values.

Contact our Tucson office

(520) 321-4100

© 2020 All Rights Reserved.
*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.