Scottsdale, Gilbert, & Goodyear:
Salt Lake City Area:
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 retirement plan that reflects your values.
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.
We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. We also regularly communicate with our clients.
Trajan Wealth looks at a longer time horizon and incorporates 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.
There is much more to wealth accumulation than simply buying what looks good or buying what is being sold. Our philosophy starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on the options.
With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for. By limiting the downside, we look to achieve a much more consistent growth of your money for years to come.
Meet Jeff Junior, the founder of Trajan Wealth, to learn more about our founding principles.
Despite our decade of experience, our full service team actually starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on the options. As a boutique firm, we have the ability to customize the portfolio to meet your own unique goals.
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