karen vergara
fiduciary financial advisor at allgen financial advisors
cfed tim lambros
fiduciary advisor
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See full contact details in OrionContact Information
Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
tucson, arizona, united states
HQ Location
scottsdale, arizona, united states
Industry
,
Designation
fiduciary advisor
Birthday
-
Trajan Wealth is a Family Office
Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning, retirement planning, and private markets investing, all under one roof. Veteran-owned and veteran-led, we're built on a commitment to service that started in uniform.
As a fee-based fiduciary, Trajan Wealth is obligated to act in your best interest. That priority shapes everything we do.
A True Family Office Experience
Most people work with separate professionals for investments, taxes, and estate planning, advisors who rarely talk to each other. Our family office model brings these together into one coordinated plan. No silos, just a complete financial picture working in your favor.
What We Help You Navigate
Whether you're evaluating retirement income strategies, weighing the tax implications of a major life event, structuring an estate plan, looking for private market opportunities, or managing a portfolio through uncertain markets, we give you the knowledge and guidance to make confident decisions at every stage of life.
Who We Serve
We work with investors, retirees, and high-net-worth families seeking a long-term advisory relationship built on transparency, education, and proactive planning. Our clients don't just want someone to manage their money. They want a partner who helps them understand it.
An Empowered Client Is Our Goal
We listen, explain your options in plain language, and build strategies tailored to your situation. When you understand your plan, you make better decisions. That's the Trajan Difference.
Visit TrajanWealth.com to speak with a fiduciary advisor today.
Trajan Wealth® an SEC registered investment advisor. Additional services through Trajan Estate Trajan Tax. Additional disclosures and accreditation at Trajanwealth.com.
HQ Location
scottsdale, arizona, united states
Industry
financial services
Employees
117
Founded
2012
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