Financial Advisors
Scottsdale, AZ
Trajan Wealth is a fiduciary wealth management firm founded by a U.S. Marine Corps veteran, offering integrated financial planning across investments, retirement strategy, estate planning, and tax services. Based in Scottsdale with national reach, they specialize in personalized wealth management for families and individuals seeking coordinated financial guidance without commission-based conflicts. Their fee-only model and integrated approach—combining investments, retirement income planning, estate protection, and tax optimization under one team—sets them apart from traditional advisory firms.
Ideal for: Families planning retirement, high-net-worth individuals seeking estate protection, business owners needing integrated tax and succession planning, retirees optimizing income and Social Security
Service area: Scottsdale, Arizona and nationwide
Fiduciary-First Model: SEC-registered advisors bound by fiduciary duty to act in clients' best interest with fee-only compensation, no investment commissions, and transparent pricing.
Integrated Planning: Wealth management, retirement planning, estate strategy, and tax services coordinated seamlessly under one team, eliminating blind spots across multiple firms.
Veteran Leadership: Founded and guided by Marine Corps veterans whose principles of discipline, integrity, and service define the firm's culture and client relationships.
Address: 18700 Hayden Rd Suite 470, Scottsdale, AZ 85255
Phone: (480) 919-9002
Website: trajanwealth.com
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