Trajan Wealth

Versant Capital Management is a boutique investment firm in Phoenix, AZ, providing personalized wealth management, investment management, retirement planning, tax planning, estate planning, exit planning, and philanthropic strategies. We serve multigenerational families, business owners, executives, and women in transition-helping align your financial life with your goals. From portfolio strategy to family governance and lifestyle concierge services, our conflict-free, integrated approach empowers you to grow, preserve, and transfer wealth so you can live the life you imagine.

RDO Investments, LLC is a boutique commercial real estate brokerage firm based in Phoenix, Arizona, specializing in the buying and selling of single-tenant and multi-tenant net lease investments throughout the United States. With a track record of over $1.3 billion in closed transactions and a team of experienced professionals, RDO Investments offers comprehensive real estate advisory services to corporations and investors, helping them achieve their short- and long-term financial goals through strategic real estate structures. Led by owner principal Ryan O'Connell, who has a wealth of experience in real estate acquisitions, RDO Investments provides full life cycle real estate financial advisement and execution, including net lease advisory, investment brokerage, financing, corporate financial analysis, investments, and acquisitions. With a commitment to maximizing returns and delivering objective, sound, and tactical real estate advice, RDO Investments has successfully transacted over $1.4 billion dollars of retail, office, and industrial properties since its establishment in 2009.Generated from the website

Established in 1981, Johnson Financial Advisors is a full-service financial planning, investment and retirement planning firm. Based in Tempe, Ariz., the company serves a multitude of Arizona families and businesses. Its primary scope of work includes assisting individuals and families plan for retirement and beyond through customized investment portfolios and other numerous financial planning services such as mutual funds and annuity products. In addition, it works closely with other advisors in estate, tax and accounting matters. Johnson Financial Advisors is a Registered Investment Advisor with the Securities and Exchange Commission.