Dedicated to your financial well-being
Meet Jeff Junior & Team
CEO Jeff Junior and the teams at Trajan Wealth are devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. With a broad range of expertise and a shared commitment to putting our clients’ best interests first, the Trajan Wealth teams have developed a proven track record of successfully aligning assets with each client’s unique objectives to leverage and manage investment portfolios that can weather market fluctuations.
By focusing on building a strong relationship with each client and becoming familiar with his or her current portfolio as well as future needs, we are able to present meaningful wealth management strategies and sound recommendations about which you can feel confident.
Click on a department name to learn more. You can also click here to meet our fiduciary advisors.