Trajan Wealth
Trajan Wealth is a financial planner serving Tucson, AZ.
About Trajan Wealth
Trajan Wealth is a financial planning and wealth management firm serving Tucson, with a focus on helping individuals and families coordinate investments, retirement, estate, and tax considerations. The firm describes itself as a national group of fiduciary advisors focused on income, estate, and tax-aware strategies. Its approach brings several areas of financial planning together, with the goal of creating a coordinated plan rather than leaving clients to manage separate pieces with multiple firms.
The firm's wealth management services include custom portfolio design, investment management, 401(k) rollovers, private markets, life insurance, and savings account options. Trajan Wealth says its portfolios are aligned with each client's goals and risk tolerance, using personalized plans and diversified strategies. The firm also emphasizes ongoing monitoring, regular meetings, and adjustments as market conditions change. Its stated fiduciary standard means advisors are ethically bound to act in the client's best interest. Trajan Wealth describes its investment guidance as fee-based and says it does not receive commissions on investments or engage in product-pushing.
Retirement planning is another central part of the firm's work. Trajan Wealth helps clients consider how savings, expenses, and investments can work together to provide long-term income. Planning topics may include Social Security timing, healthcare costs, required monthly distributions, inflation, taxes, and the possibility of changing market conditions. The firm also offers income planning and annuities. Its materials present retirement planning as part of a broader strategy, connected to wealth management and estate planning rather than treated as an isolated decision.
Estate and tax strategy services are designed to address the protection and transfer of assets. Offerings include estate planning, living trusts, estate tax planning, and asset protection planning. Trajan Wealth also provides tax services and works with affiliated legal entities for certain estate and legal needs. The firm says its integrated approach allows investments, retirement, estate, and tax planning to be coordinated under one roof, helping clients address long-term efficiency and reduce gaps between different parts of a financial plan. Small businesses can also access business services and 401(k) plan support, with the website noting that small business 401(k) services are provided through a third-party partner.
Trajan Wealth's stated culture is shaped by discipline, integrity, and service. The firm was founded by a U.S. Marine Corps veteran, and its website identifies Jeff and Brenda Junior as leaders whose Marine Corps values influence the organization. Those values are reflected in the firm's descriptions of accountability, disciplined investment strategies, and service to families. Trajan Wealth serves clients nationwide and offers educational resources through a learning hub, blog, educational videos, and other guides. For Tucson residents exploring financial planning, the firm provides a free financial assessment as a starting point for discussing goals and available services. Advisory services are offered through Trajan Wealth, LLC, an SEC registered investment advisor, while certain legal and tax services are provided through affiliated companies.