Trajan Wealth

Trajan Wealth is a national wealth management firm that combines fiduciary investment advice, tax strategy and preparation, and estate planning under one coordinated team. Services cover wealth management, retirement planning, income planning, annuities, estate and living trusts, asset protection, private markets access, and small business retirement plans.

The firm works on a fee basis, with an asset-based percentage that adjusts by tier and is disclosed before a client signs on. Advisors are held to the fiduciary standard and are not dually registered as brokers. Prospective clients can request a free consultation by phone or through the website. The firm is veteran-owned and was founded and is led by Jeff and Brenda Junior. Its main office is in Scottsdale, Arizona.