Trajan Wealth

Trajan Wealth 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.

Market downturns are uncomfortable. Panic selling is expensive. The investors who come out ahead aren't the ones who tim...
09/10/2026

Market downturns are uncomfortable. Panic selling is expensive.

The investors who come out ahead aren't the ones who time it perfectly. They're the ones who stay disciplined when it's hardest. Read the full blog to see how the most disciplined investors respond when markets fall. Read the full story here: https://trajanwealth.com/blog/market-downturn/

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

Happy Labor Day to all! In observance of the holiday, our office is closed today and will reopen tomorrow with regular h...
09/07/2026

Happy Labor Day to all! In observance of the holiday, our office is closed today and will reopen tomorrow with regular hours.

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

09/04/2026

Part 1 of Bad Joke Friday with Trajan CEO Jeff Junior on KEZ99.9! 😅🐺

Proud of the work, but even more proud of the people behind it. A BTS look at what goes into making our latest spots on ...
09/04/2026

Proud of the work, but even more proud of the people behind it. A BTS look at what goes into making our latest spots on TV!

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

09/03/2026

Our latest 2-min commercial is out in the wild. Watch it, share it, and let us know what you think in the comments!

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

Jeff Junior & Beth McDonald on 99.9 KEZ! Swipe to see how the morning went. Thank you for having us on. Keep an ear out ...
08/31/2026

Jeff Junior & Beth McDonald on 99.9 KEZ! Swipe to see how the morning went. Thank you for having us on. Keep an ear out for our spot! 📻

08/30/2026

Debt payoff feels good. However, compounding growth can outpace that feeling over time. For most people with a long investment horizon, consistently contributing to your 401(k) tends to build more wealth than aggressively paying down debt. It's not one-size-fits-all, but the math often favors staying invested.



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

08/29/2026

Financial literacy is essential. No matter your profession, you're making financial decisions every single day. Understanding the basics of your 401K, your benefits, your savings, is essential.



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

08/28/2026

What do championship teams and successful businesses have in common? 🤔
Prep before the game. Adjust at halftime.
It's never just about talent — it's about being ready.

Watch the full episode 6 of We Are Augusta now https://www.youtube.com/

*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Additional disclosures at TrajanWealth.com.

08/27/2026

Money can buy choices. The freedom to live life on your terms. The problem is, most people want that freedom without making the sacrifices that come with it.

Something has to give.

The people who figure that out early are the ones who end up winning.



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

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

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