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Diane Woolley Email
Chief Administrative Officer (CAO) . Trajan Wealth
Scottsdale, AZ
Locationd************@trajanwealth.com
Primary EmailHow to contact Diane Woolley
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Employees:
76Revenue:
$16MAbout
Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help 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 will either help reduce or diminish your tax burden. As an independent Registered Investment Advisor, we have a fiduciary duty to put your best interests first.Trajan Wealth Address
7702 E. Doubletree Ranch RoadScottsdale, AZ
United States