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. In addition, we partner with independent attorneys who focus exclusively on estate planning law.
Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped.
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 holds his Series 65 and Life & Health licenses and has a proven track record of helping clients. He’s also heard many dad jokes about being “Junior.”
Trajan was a Roman Emperor.
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 that reduced taxation. Like the emperor, Trajan Wealth’s values include reducing costs and minimizing your tax burden.