Trajan Wealth
Highly Engaged Employees
Finance · Arizona, United States · 51-200 Employees
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Overview
Headquarters
18700 N Hayden Rd Ste 470, Scottsdale, A...Phone Number
(480) 990-3300Website
www.trajanwealth.comRevenue
$10.1 MillionIndustry
About Trajan Wealth
Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), the company has the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape. The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars. Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low-cost, low-fee savings programs that can help minimize your tax burden. As an independent practice, the company has a fiduciary duty to put your best interests first.Explore more
SIC Code 62,628NAICS Code 52,523Show moreTrajan Wealth Org Chart
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Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), the company has the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape. The name... Read More