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Trajan Wealth

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Trajan Wealth specializes in peace of mind. We help our clients with customized financial plans. We're not brokers; we're fiduciaries. What is a fiduciary duty?
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It’s an obligation of the highest degree for one party to act in the best interest of another. We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fundamental duty. We're all about education. By having the hearts of teachers, not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

11/05/2026

David Busch, Trajan Wealth CIO, chats with podcaster David Lin on why inflation isn't always driven by consumer spending. Sometimes, it's driven by forces outside the Federal Reserve's control.

Rising oil and diesel prices can create a ripple effect throughout the economy, increasing costs for businesses and ultimately consumers.

So, what happens when inflation is driven by supply shortages rather than demand?

Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor

11/03/2026

💙 Community partnerships make a difference! 🐴

A HUGE thank you to Trajan Wealth for their generous sponsorship of our upcoming Fall Festival! 🎉

When local businesses choose to invest in Silver Lining Riding, they’re doing so much more than supporting an event. They’re investing in meaningful connections, opportunities for growth, and the life-changing impact of horses.

We are incredibly grateful to have businesses like Trajan Wealth in our corner, believing in our mission and helping us continue the work we love.

💙 Thank you, Trajan Wealth, for being part of the Silver Lining Riding family!

11/02/2026

Election season brings plenty of opinions, but should politics influence your investment decisions? 🗳️

History tells an interesting story. Since 1949, the S&P 500 has experienced growth under both Republican and Democratic leadership, showing why staying focused on your long-term financial plan matters more than election results.

So, what should investors keep in mind as the midterms approach?

Read our latest blog to explore how politics and market performance intersect—and why your financial goals should ultimately guide your investment decisions.

🔗 Read the full article: https://trajanwealth.com/blog/politics-your-portfolio-wealth-planning-through-elections/

Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.

11/02/2026

A health scare has a way of making you rethink everything ... including your finances.

Terri O. on why getting smart about the numbers isn’t optional when life gets real.

Full episode on We Are Augusta YouTube, Spotify & Apple Podcasts.

Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Additional disclosures at Trajan Wealth.com.

10/31/2026

A little while back I was featured in Financial Planning Magazine. Still one of those things ill never take for granted.

Jeff Junior is the CEO of Trajan Wealth, LLC, an SEC registered investment adviser.

10/30/2026

“Women are just mind blowing to me.”

Terri O. has heard hundreds of stories, and she says the resilience of women going through cancer treatment is unlike anything else.

Watch the full conversation on We Are Augusta YouTube, Spotify & Apple. 🎙️

Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Additional disclosures at Trajan Wealth.com.

10/30/2026

Our team went all out for Halloween this year! Swipe through and vote for your favorite costume. 🎃

Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.

10/28/2026

The holiday shopping season may be the clearest signal yet of where the U.S. consumer is headed...

Despite elevated interest rates and growing debt loads, American consumers have remained surprisingly resilient

However, that may not last. David Busch, Co-Chief Investment Officer here at Trajan Wealth, noted in a recent BNN Bloomberg interview, the key things to watch this holiday season are overall retail spending levels and whether consumers are shifting away from luxury goods toward everyday staples.

When that shift happens, the broader economic could impact will be felt across sectors.

AI, OIL, and Market Updates here!:

David Busch, Co-Chief Investment Officer at Trajan Wealth, joins BN...

10/28/2026

A cancer diagnosis doesn’t just change your health, it changes everything you thought was planned.

Terri O. on the hard questions you’re forced to ask yourself. 💭🎗️

Full episode on We Are Augusta YouTube, Spotify & Apple Podcasts.

Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Additional disclosures at Trajan Wealth.com.

10/23/2026

Nothing beats a little creativity and teamwork! 🎃 We had a blast decorating pumpkins together, wishing you all a wonderful Halloween season! 🖌️👻

Address

18700 N Hayden Road St 470
Scottsdale, AZ
85255

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+14809903300

Website

https://trajanwealth.com/

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