financial services
Trajan Wealth
Website: trajanwealth.com
Overview
Trajan Wealth LLC is a veteran-led, fee-only registered investment advisory firm based in Scottsdale, Arizona. Founded in 2010 and rebranded in 2011, the firm is led by CEO Jeffrey B. Junior, a U.S. Marine Corps veteran with extensive experience in financial services. Trajan Wealth focuses on providing comprehensive wealth management and financial planning services to individuals, families, and small businesses.
The firm emphasizes a fiduciary approach, ensuring it acts in the best interests of its clients. Trajan Wealth offers a wide range of services, including investment management, retirement income planning, wealth protection, tax planning, estate planning, and small business financial solutions. With over 40 offices across the U.S. and a team of more than 100 professionals, Trajan Wealth is dedicated to delivering personalized, team-based service tailored to each client's unique goals. The firm is also recognized for its community involvement, supporting local charities and encouraging employee volunteerism.
The firm emphasizes a fiduciary approach, ensuring it acts in the best interests of its clients. Trajan Wealth offers a wide range of services, including investment management, retirement income planning, wealth protection, tax planning, estate planning, and small business financial solutions. With over 40 offices across the U.S. and a team of more than 100 professionals, Trajan Wealth is dedicated to delivering personalized, team-based service tailored to each client's unique goals. The firm is also recognized for its community involvement, supporting local charities and encouraging employee volunteerism.
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