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  1. Trajan
    Еmperor of Ancient Rome

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  1. Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations. We also used their estate planning services.

    • 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 - Trajan Wealth

    • Contact Us

      New HQ Address as of 4/29/24 18700 North Hayden Rd, Suite...

    • Education

      Education - Trajan Wealth

  2. Thank you for bring a Trajan Wealth client. We appreciate you! Use this page to connect to your accounts any time and connect with us.

  3. About Trajan. As an independent registered investment advisory firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys who focus exclusively on estate planning law.

  4. Jul 3, 2024 · Trajan Wealth, registered in 2015, serves 32 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). Trajan Wealth. Visit Site 480-990-3300.

    • $1.4 billion
    • 1:217
    • $185,238
  5. BBB accredited since 3/5/2012. Financial Planning Consultants in Scottsdale, AZ. See BBB rating, reviews, complaints, get a quote & more.

    • 18700 N Hayden Rd Ste 470, Scottsdale, 85255-6791, AZ
    • 4.8B
  6. 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.

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  8. 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 more.

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