Trajan Wealth LLC

Have you considered leveling up your investment strategy and looking into Private Equity? 🏙️🏗️ Let's chat about your options. We have some great opportunities for sophisticated investors seeking opportunities outside public markets. Contact us today! https://buff.ly/4d7oY9p #trajanwealth #privateequity #investing #retirementplanning

Wishing these two a happy work anniversary! Thank you for all you do here at Trajan Wealth! 🩵 #workanniversary #companyculture #trajanwealth

There is a new filing requirement in 2024 for business entities that meet certain conditions under the Corporate Transparency Act. Penalties for non-compliance are quite severe, including up to $500 per day. The deadline to file disclosures for entities that were in existence prior to the beginning of 2024 is 12/31/2024. The filing is a requirement at the business level (not the individual level). If you would like to do the filing yourself on behalf of your business, you can do so at https://buff.ly/3NRV8vD. If you would like us to do the filing for you, please reach out to one of our team members listed below. Our fee is $290 per business entity. We will not be proactively filing these disclosures. It is up to you, the client, to contact us and request that we do this for you. Jessica.miller@trajanestate.com or 480-267-9107 Emily.duiker@trajanestate.com or 480-769-7482 *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

Do you have an IRA you've forgotten about? Maybe a rollover from an old job, or an account you inherited? Don't let your money just sit there. Consolidate your portfolio and start earning for your future. 💸 Reach out to one of our financial advisors today: https://buff.ly/4feZj0K #trajanwealth #wealthmanagement #financialadvisors #investing Source: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://buff.ly/4dxJosf

💧 **What’s the Bucket Strategy?** 💧 The bucket strategy helps you manage your finances by dividing your savings into three "buckets" for short-term, mid-term, and long-term goals. This approach ensures you have funds for immediate needs while allowing your investments to grow for future plans—like retirement! 🏖️ It's a smart way to balance risk and reward while staying financially prepared. Ready to fill your buckets? We can help you plan! Reach out today: https://buff.ly/4feZj0K 💼💡 #FinancialPlanning #BucketStrategy #InvestSmart #RetirementPlanning #TrajanWealth

Happy Veterans Day from all of us at Trajan Wealth. We salute you. Thank you! 🇺🇸 #trajanwealth #veteransday #militaryappreciation

Historically, stocks do better when interest rates are falling; but they still produce solid returns when rates are rising. 📈 As you can see below, stocks have performed well in both high-rate and low-rate environments. 📊 It's crucial to remember that no one can predict the future direction of rates; the best thing to do is to calculate your risk tolerance with your financial advisor and diversify based on that. If you'd like to talk to one of our experienced financial professionals, reach out today: https://buff.ly/3Ai15xO #trajanwealth #investing #stockmarket *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

Happy work anniversary to these amazing employees! ✨ We'd also like to mention Conner Junior and our CEO, Jeff Junior. The Trajan team is one of a kind! 🩵 #workanniversaries #companyculture #trajanwealth

A great big thank you to Rob Arnott at the beautiful Research Affiliates offices in Newport Beach. What a great interview with very timely, impactful information.

There is a new filing requirement in 2024 for business entities that meet certain conditions under the Corporate Transparency Act. Penalties for non-compliance are quite severe, including up to $500 per day. The deadline to file disclosures for entities that were in existence prior to the beginning of 2024 is 12/31/2024. The filing is a requirement at the business level (not the individual level). If you would like to do the filing yourself on behalf of your business, you can do so at https://buff.ly/3NRV8vD. If you would like us to do the filing for you, please reach out to one of our team members listed below. Our fee is $290 per business entity. We will not be proactively filing these disclosures. It is up to you, the client, to contact us and request that we do this for you. Jessica.miller@trajanestate.com or 480-267-9107 Emily.duiker@trajanestate.com or 480-769-7482 *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.