(602) 737-2893 Trajan Wealth

Phoenix

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Discover the Trajan Wealth Difference

Our Approach to Financial Success Covers All Aspects of Your Portfolio.

Trajan Wealth is a full service financial fiduciary that only uses no-load investment options. We create customized portfolio’s to meet your retirement needs. Whether those needs be growth, preservation of capital or to produce retirement income our managed portfolio’s are reviewed daily with your interests in mind. We do not use commission based investments and are only paid a low flat fee aligning our goals – the more you grow, the more we grow. Here are just a few services and benefits of choosing Trajan Wealth:

  • Financial Fiduciary – managed money accounts
  • Not Commission based for investments
  • Transparent Fees
  • Customized Investment Selection
  • Stocks, Bonds, Mutual Funds and ETF’s
  • Annuities and Insurance

Ready to create a personalized plan for meeting your financial goals? Call Today!

Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape.

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