Trajan Wealth of Tucson

Trajan Wealth of Tucson is a financial planner in Tucson, Arizona. The firm provides expert financial planning and wealth management services, specializing in retirement planning, estate and tax strategies, and custom investment portfolios. They serve a diverse range of clients, including small business owners, by offering services such as 401(k) plans, key person insurance, and business legacy planning. The firm maintains a 4.80 rating.

Founded in 2012 by a U.S. Marine Corps veteran, Trajan Wealth operates with a culture built on discipline, integrity, and service. The firm utilizes a fiduciary approach, meaning their advisors are bound to act in the best interests of their clients. Their professional team focuses on creating personalized, tax-aware strategies that align portfolios with individual goals and risk tolerance. Beyond wealth management, the firm provides guidance on Social Security timing, healthcare costs, and asset protection to ensure long-term financial security.

The office is located on East Sunrise Drive in Tucson, near the La Paloma Golf Club and a short drive from La Paloma Urgent Care.

Trajan Wealth is recognized nationally for its commitment to fiduciary standards and its disciplined approach to wealth management. The firm is known for its dedicated team approach, treating clients as partners to build customized financial plans. With a history of helping thousands of clients across the country, they stand as a trusted partner for those seeking professional guidance in retirement and estate planning.

Trajan Wealth of Tucson provides dependable fiduciary expertise to help individuals and business owners in Tucson achieve their long-term financial goals.

Services:

• Estate Planning
• Retirement Planning
• Small Business Services
• Tax Strategy
• Wealth Management