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Welcome to Trajan Wealth. Your local trusted fiduciary. Get peace of mind with wealth management and estate planning under one roof. Start with a 2nd opinion on your investments, retirement plan, and estate plan. It’s complimentary. Get Started. Wealth. Management.
Trajan Wealth client logins links- Trajan Wealth. Need Assistance? Contact your. Portfolio Management Team. 1 (800) 799-3320. portfoliomanagement@trajanwealth.com. Good to Know. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped. Local First. We are based in Scottsdale, Arizona. We focus on hiring local vendors and giving back to the communities where our offices are located. Teamwork.
Trajan Wealth is devoted to providing you with asset management to protect, maintain, and grow your financial portfolio. We believe in diversified portfolios that focus on: Long-term core capital preservation. Growth in line with your risk tolerance level. Low or no-cost investment options.
Private Wealth Management. You want wealth management that’s designed to protect, maintain, and expand your financial portfolio. At Trajan Wealth, we believe in tactical investments, tailored insights, and:
Mar 14, 2024 · March 14, 2024. Trajan Wealth, registered in 2015, serves 23 state (s) with a licensed staff of 34 advisors. Trajan Wealth manages $1.4 billion and provides investment advisory services for 7,371 clients (1:217 advisor/client ratio). Visit Site 480-990-3300. Overall info. 4.5. Year Registered. 2015. Disciplinary Alerts. 0. Conflict Alerts. 3.
Apr 29, 2024 · Trajan Wealth Locations. Find a location near you. Arizona. Colorado. Florida. Georgia. Illinois. Texas. Utah. New HQ Address as of 4/29/24. 18700 North Hayden Rd, Suite #470, Scottsdale, AZ 85255. info@trajanwealth.com. Main: 1 (800) 838-3079. Clients: 1 (800) 799-3320. Arizona. Phoenix. Scottsdale. Gilbert. Goodyear. Peoria. TUCSON. Tucson.
Everything You Need. to Know About Annuities. Click to jump to the subject. What are annuities? How do annuities work? Types of annuities. Who are they for? Annuity advantages. Where can you get them? Are there risks? FAQ. (Psst… Not a reader? Watch our video series explaining annuities, visit our video resources page here .) What are annuities?
Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services. While Trajan does employ its own financial advisors, some of its advisors are independent contractors. The firm currently ranks on SmartAsset's lists of the top financial advisors in Scottsdale.
18700 N Hayden Rd Ste 470, Scottsdale, AZ 85255-6791. BBB File Opened: 2/29/2012. Years in Business: 13. Business Started: 12/15/2010.
