Services Offered
Retirement Planning
Customized strategies to help you plan for a secure and comfortable retirement, including account management and income planning.
Investment Management
Professional portfolio management and investment advice to grow your wealth and navigate market changes effectively.
Estate Planning
Comprehensive services to protect your assets and ensure your legacy is managed according to your wishes.
Wealth Management
Holistic financial planning that integrates all aspects of your finances for long-term success and stability.
Financial Consultation
Personalized advice and action plans to help you understand and achieve your financial goals, even if you're new to investing.
Reviews
5(5 reviews)
Rating Distribution
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Jenna Lott
via Google
about 2 months ago
Nate is awesome! He always gives such great advice with a calm and understanding attitude. Even when the “climate” is changing, Nate give us a peace of mind regarding our investments and retirement accounts. If you are not using Trajan, you should at least look into their services and consider letting them make your money work for you now and into retirement.
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Mary Owsleyvia Google
4 months ago
We recently moved to Arizona and we were looking for a local financial advisor and we met with Christopher Johnson and Darrin Hanson at Trajan Wells. After speaking with them, we moved all of our financial assets to Trajan Wells. Working with Chris and Darrin was an exceedingly great experience and we would recommend them to anyone looking for a financial advisor.
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TheSoniab812via Google
6 months ago
I have been with Trajan wealth for just over 2 yrs and I would highly recommend them to anyone, especially if you’re wondering how to start planning for retirement or feel like you don’t know anything about finances. Chris Johnson sat down with me on day one, asked about my goals, and explained everything in a way that made me feel comfortable. At our recent check in, he updated me regarding the returns over the last couple of years which was a great surprise. They took better care of my money than I did. We also put together an action plan to keep me accountable and on track with my goals. If they can help me, they can literally help anyone.
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A. Jenkinsvia Google
7 months ago
I have been working with Trajan Wealth for about 9 years, using their financial and retirement planning, wealth management and estate-planning services. Working with Arrin and the Trajan Team gave me the confidence to retire at age 65. Everyone I've dealt with along the way has been personable and professional. I cannot recommend Trajan enough!
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Janice Poolevia Google
8 months ago
Being new to the financial planning arena, we were very nervous turning our money over to someone else to manage. When we first went into Trajan Wealth and met with Chris Johnson, we immediately felt comfortable. He explained everything to us and gave us time to think about our decisions. We never felt pressured or rushed to make decisions. Once we made the decision to move forward, he set us up with our Portfolio Manager, Jagger Colarossi. Jagger has not only kept in touch with us on a regular basis, but has answered all of our crazy questions with no hesitation and has made himself available to us at any time. He has even agreed to conference call with our accountant in case there are any questions regarding taxes. With the market the way it is, it has been a huge stress reliever to let somebody else do the monitoring of the market and placing our money where they think it is best for us. So far I have been very impressed with Trajan Wealth. Working with Chris Johnson and Jagger Colarossi has been a positive experience. Now come on market...work your magic!!
