If you want to learn more about the company behind Covert Roth, you’re in the right place. We are Trajan Wealth, an independent investment firm located in Arizona and Utah.
Trajan Wealth was founded by Jeff Junior, who has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. A former Marine Corp veteran, he holds his Series 65 and Life & Health licenses. Jeff has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
The name Trajan was given to Marcus Augustus, A Roman Emperor who reigned from 98 to 117 AD. He was credited for the largest growth in the Roman Empire. Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth’s values include low-cost, low-fee savings programs that can help minimize your tax burden. As an independent practice, we have a fiduciary duty to put your best interests first.
Questions? Let’s talk directly and walk through scenario questions.