About Company

Trajan Wealth is a national fiduciary wealth management firm headquartered in Scottsdale, Arizona that provides integrated financial planning, investment management, retirement planning, estate and tax strategy, and small-business retirement solutions. The company was founded in 2012 by a U.S. Marine Corps veteran and emphasizes a fiduciary-first, fee-transparent approach that coordinates fiduciary advisors, estate attorneys, and tax professionals under one roof to deliver coordinated, tax- and estate-aware plans; Trajan Wealth operates a growing network of offices across the U.S., offers custom portfolios and private-markets access, and upholds veteran-led values of discipline, integrity, and service.

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