3567 E Sunrise Dr, Suite 133
Arizona 85718
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 top-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 the law and 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 and grow our clients’ portfolios. Our innovative approach has yielded success for hundreds of our clients nationwide.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
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.
Want to learn more? Read through localized financial tactics and advice straight from our Trajan Wealth team!
Where do you see yourself when you dream of retirement? Do you picture yourself in a sunny location with lots of outdoor activities, or perhaps at a secluded lake? If you imagine a warm climate with plenty of adventures, retiring in Tucson, Arizona might be perfect for you.
Navigating the complex financial landscape on your own can be overwhelming. Whether you’re planning for retirement or investing for the future, having a reliable financial advisor by your side in Tucson can make all the difference.
