Financial Advisors
Gilbert, AZ
Trajan Wealth is a nationally recognized, fiduciary-first wealth management firm founded by U.S. Marine Corps veterans and led by Jeff and Brenda Junior. They provide comprehensive financial planning including wealth management, retirement planning, estate planning, and tax strategy services — all coordinated under one roof rather than juggling multiple firms. Operating as SEC-registered investment advisors with a fee-only model (no commissions), they combine disciplined investment strategies with integrated legal and tax expertise to help families build sustainable retirement income, protect assets, and transfer wealth according to their values.
Ideal for: Pre-retirees and retirees seeking coordinated wealth management, high-net-worth families protecting legacies, business owners planning succession and tax efficiency
Service area: Gilbert, Scottsdale, Arizona, and nationwide
Fiduciary-First, Fee-Only Structure: SEC-registered investment advisors bound by fiduciary duty to act in your best interest always, with transparent fee-based pricing and zero commissions on investments.
Integrated Approach Under One Roof: Coordinate wealth management, retirement planning, estate planning, and tax strategy seamlessly through one team, eliminating coordination gaps across multiple firms.
Veteran-Led Culture: Founded and guided by Marine Corps veterans, the firm embeds values of discipline, integrity, and service into every client relationship and investment decision.
Address: 3303 E Baseline Rd Suite #101, Gilbert, AZ 85234
Phone: (480) 990-3300
Website: trajanwealth.com
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