About Trajan

As an independent registered investment advisory firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys who focus exclusively on estate planning law. 

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Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped.

Photo of Trajan Wealth advisors and team members
Cavasson East entrance at Scottsdale HQ

Local First

We are based in Scottsdale, Arizona. We focus on hiring local vendors and giving back to the communities where our offices are located.


Despite our decades of experience, our full-service team actually starts with you. We consider our clients to be a part of the team.

Meet The People Behind Trajan Wealth

By the way...

Jeff Junior is the founder and president of Trajan Wealth, with over two decades of experience in the financial services profession. He’s also heard many dad jokes about being “Junior.”

Trajan was a Roman Emperor.

Marcus Augustus, also known as Trajan, led the largest Roman Empire growth. His 98-117 AD reign introduced programs that reduced taxation. Trajan Wealth shares those values: cost reduction and lower taxes.