Tucson Wealth Management
Do you have a coordinated plan for your financial future? When was the last time you appraised it for potential weaknesses or untapped opportunities? Or do you just need to rollover a 401(k)? Whatever you’re looking for, our unique financial management approach prioritizes low expenses, tax efficiency, and client-centric relationships, all for your benefit..
Tucson Retirement Planning
Asset allocation, social security, and long-term care—there’s a lot to track, consider, and manage for a healthy retirement plan! Learn how to set up a future income stream or dive deeper into the benefits of annuities. Plus we offer Social Security advice, taking the guesswork and confusion out of the retirement planning process.
Tucson Estate Planning
The Arizona Supreme Court approved Trajan Estate as the first traditional law firm with attorney and non-attorney owners. This unique structure means we can provide our clients with comprehensive financial and estate planning services, saving you time and energy.
Turn to Our Financial Advisors in Tucson
If you need the perspective of a trained and fair fiduciary, you’ve come to the right place. Beyond our unyielding dedication, expertise, and passion, Trajan Wealth offers our clients quality financial management in Arizona.
Tailored Advice.
Our business structure puts our client needs first with personalized advice and portfolio composition. Because we’re an independent company strategically composed of Tucson fiduciaries, we don’t have to answer to anyone but our clients.
Arizona-Centric Expertise.
Let us help you navigate the nuances of Arizona’s unique tax structure, including Arizona’s flat tax. Our staff is ingrained in the Tucson community with a watchful eye on how local, national, and global could potentially impact you.
Customized Diversified Portfolios.
Our security selection process is made with your specific short- and long-term goals, as well as your risk-averse preferences. And, to keep our services fair, our team is not dually registered as brokers, meaning you can trust we’re only looking out for you.
Transparent Fees.
We don’t believe in surprise, extra, or hidden fees; instead, our Tucson wealth management comes with a straightforward, flat percentage fee discussed upfront before any services begin.
Forever Forward Thinking.
Since our inception, we’ve imagined a different way to support our clients’ portfolios. Our innovative approach has yielded success for hundreds of our clients nationwide.
Get your Finances Sorted
Arizona continues to be a dream destination for many Americans, especially retirees. If Tucson is on your list, see how Trajan Wealth can support your financial goals while navigating various tax laws and regulations. No matter where you are, you can trust our Tucson financial advisors to get you where you want to be.
Are you ready to meet with our warm and dedicated Tucson financial advisors? We offer virtual meetings or in-person ones at the La Paloma Corporate Office near the beautiful La Paloma Country Club.
Schedule Your Appointment!
