Trajan Wealth

About Trajan Wealth

<p>Founded in 2010 by a U.S. Marine Corps veteran, Trajan Wealth is a registered investment advisor with $2.0B in AUM (2026) and 85 employees. Headquartered in Scottsdale in the Phoenix metro, the firm also has offices across Texas, Florida, Arizona, and several other states, supporting clients in many major metro areas.</p> <p>Trajan Wealth’s work includes financial planning and wealth management with retirement-focused planning as a common need. As <a href="/plan-advisors">plan advisors</a>, the team helps clients with portfolio design, income planning, annuities, and 401(k) rollovers, along with estate and tax planning coordination.</p> <p>One clear differentiator is its “under one roof” setup that brings investment management together with estate planning and tax strategy support, so clients can coordinate decisions without splitting the work across multiple firms.</p> <p>Trajan Wealth also works with small business owners on workplace retirement needs, including 401(k) plans, as part of its broader retirement plan services.</p> <ul> <li>Wealth management and custom portfolio design</li> <li>Retirement planning, income planning, and annuities</li> <li>401(k) rollovers and rollover guidance</li> <li>Estate planning support, including living trusts and asset protection</li> <li>Small business services, including 401(k) plans</li> </ul>

Website: https://trajanwealth.com/

Founded: 2010

Employees: 85