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Trajan Wealth offers wealth management, retirement planning, income planning, tax planning, and estate planning services under one roof. Meet the experienced team of advisors and attorneys who are committed to your financial well-being and get a free consultation.
- Client Logins
Trajan Wealth provides you with investment advice, while...
- Leadership
Brenda comes to Trajan Wealth with a background in the...
- TW-DSD-401k
You have a few options with a direct rollover: 401(k) into...
- Locations
Locations - Your Fiduciary and Partner for Wealth Management...
- Contact Us
New HQ Address as of 4/29/24 18700 North Hayden Rd, Suite...
- About
Trajan Wealth shares those values: cost reduction and lower...
- Education
Education - Your Fiduciary and Partner for Wealth Management...
- Why Trajan
Why Trajan - Your Fiduciary and Partner for Wealth...
- Retirement Planning
Retirement Planning - Your Fiduciary and Partner for Wealth...
- Annuities
Annuities - Your Fiduciary and Partner for Wealth Management...
- Client Logins
Access your Trajan Wealth account and portfolio management team through the client logins links. For general requests, use the online form or call 1 (800) 799-3320.
3 days ago · Trajan Wealth is a financial advisory firm registered in 2015 with $1.4 billion in assets under management. It serves 32 states with a 1:217 advisor/client ratio and has no disciplinary alerts but three conflict alerts.
- $1.4 billion
- 1:217
- $185,238
Trajan Wealth is an independent financial services company that offers asset management, estate planning, and tax reduction for retirees. Founded in 2012, it has offices in Scottsdale, Arizona and partners with local vendors and attorneys.
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.
- Javier Simon
Trajan Wealth LLC is a financial planning consultants business in Scottsdale, AZ, offering retirement preparation and custom wealth management solutions. See its BBB rating, customer reviews, complaints, products and services, and contact information.
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Trajan Wealth is a financial services company that offers custom wealth management solutions and fiduciary advice. It has locations in Arizona, Utah, Texas and Utah, and posts updates on topics such as estate planning, stock market and annuities.