At Trajan Wealth, we make sure your portfolio is customized to you and YOUR needs. 💰 Give us a call so we can optimize your portfolio today. https://lnkd.in/gwrd2K2 #trajanwealth #fiduciaryadvisors #wealthmanagement #customportfolios
Trajan Wealth LLC
Financial Services
Scottsdale, AZ 1,694 followers
Independent fiduciaries are dedicated to peace of mind through financial education. Visit us at TrajanWealth.com
About us
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today.
- Website
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https://trajanwealth.com/
External link for Trajan Wealth LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Scottsdale, AZ
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Money Management, Income Planning, Annuities, Insurance, 401(k) Planning, Retirement planning, Estate Planning, Wills, Trusts, Tax planning, Stock market, estate planning, and Elder Law
Locations
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Primary
Get directions
18700 N Hayden Rd
Suite 470
Scottsdale, AZ 85255, US
Employees at Trajan Wealth LLC
Updates
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The year is officially half over. Did you make any financial new years resolutions? How are they holding up? If you'd like to talk to someone about your financial situation, reach out. We would love to help. https://bit.ly/36LZeDe #trajanwealth #fiduciaryadvisors #wealthmanagement
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Happy work anniversaries to these awesome team members! We'd also like to celebrate Robb Tyson, Ryan Sloan, and Jessie Grenfell who are not pictured. Thanks for all you do! 🥳 #trajanwealth #fiduciaryadvisors #wealthmanagement #teamculture #workanniversaries
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Happy 4th of July from us to you! 🇺🇸 In honor of the holiday, our offices will be closing early today at 12pm and will be closed tomorrow. We will re-open Friday, July 5th. Have a great time and be safe! #trajanwealth #fiduciaryadvisors #independenceday #america #usa #fourthofjuly
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Our team of expert fiduciary advisors can help you trust the process and map out the journey to financial freedom. Contact us and let's work together! https://lnkd.in/gwrd2K2 #trajanwealth #fiduciaryadvisors #wealthmanagement #investing
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We are thrilled to announce the grand opening of not one, but THREE new offices in the vibrant city of Chicago! 🎉🎉 This expansion reflects our commitment to providing top-notch services to our clients. We can't wait to connect with the Chicago community. Stay tuned for more updates! 🌟 #TrajanWealth #NewBeginnings #ChicagoOffices #Growth
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When choosing what to invest in, it's important to know the difference between investment vs. speculation. And a 2nd opinion from an advisor on a decision can make a big impact. https://bit.ly/36LZeDe #trajanwealth #fiduciaryadvisors #wealthmanagement
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Having an estate plan is a crucial - and it can be easier than you think to get it done. Reach out today to get started: https://bit.ly/36LZeDe #trajanwealth #estateplanning #financialhealth #wealthmanagement
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Happy Flag Day! Let's honor the adoption of the U.S. flag that took place on June 14, 1777. It has stood as a symbol of freedom and justice for over 225 years, and continues to do so! #trajanwealth #fiduciaryadvisors #flagday #patriotism
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Robust Q1 2024 earnings in the US eased fears of higher borrowing costs cooling the economy. However, there are multiple cautionary notes. Read our market review for the bigger picture: https://bit.ly/45k9qN4 *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.
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