Scottsdale, Gilbert, & Goodyear:
Salt Lake City Area:
As an independent registered investment advisory (RIA) 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. We have multiple locations in the Phoenix metro area, in addition to Tucson and the Salt Lake City area.
We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.
Jeff Junior is the founder and president of Trajan Wealth, with over two decades of experience in the financial services profession. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients. He’s also heard a lot of dad jokes about being “Junior”.
Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. He reigned from 98 to 117 AD and introduced programs to helped reduce taxation. Like the emperor, Trajan Wealth’s values include reducing costs and minimizing your tax burden.
Founded in 2010, Trajan Wealth is an independent financial services company with over $5 billion under management*.
We are based in Scottsdale, Arizona. As a boutique firm, we focus on hiring local vendors and giving back to our community.
Despite our decade of experience, our full service team actually starts with you. We consider our clients to be a part of the team.
* As of April 2019
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