About Us

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.

Our Services

Trajan Wealth helps individuals with wealth management and retirement income planning. We provide a variety of resources and options to help you set up for your and your family's future. We handle everything from trusts to 401(K)s.

SmartVestors

Dave Ramsey is one of America’s most trusted voice on money and business matters. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs.

Philosophy

Our philosophy starts with you. Starting on a foundation of mutual respect, we dedicate the time needed to listen to your goals and educate you on the options.
As a boutique firm, we have the ability to customize the portfolio to meet your own unique goals.

Our story

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.

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