Alpharetta, Georgia - Trajan Wealth

Skip to content

Why Us
Services
Education
About
Locations

Menu

Why Us
Services
Education
About
Locations

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
Estate Planning
About
Why Us

Menu

Home
Client Logins
Contact Us
Locations
Private Wealth Management
Retirement Planning
Estate Planning
About
Why Us

Trajan Wealth in Georgia

Alpharetta, Georgia

Location Details

13010 Morris Road, Building 1, Suite 600, Alpharetta Georgia 30004
(678) 888-3300
[email protected]

Contact us to schedule an appointment with one of our fiduciary advisors.
Phone: (678) 888-3300
Email: [email protected]

Company

Client Logins
Careers
Locations
Privacy Policy
TWIO ETF

Services

Wealth Management
Retirement Planning
Estate Planning

Monthly Newsletter

Sign-up for our monthly newsletter, plus market updates and opportunities

"*" indicates required fields

Name*

First Last

Email*

Email

This field is for validation purposes and should be left unchanged.

Facebook-f Instagram Linkedin Youtube

Trajan Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Trajan Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan Wealth, LLC, a S.E.C. Registered Investment Adviser. Trajan Wealth, LLC does not provide legal services. Trajan Estate, LLC and Trajan Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan Wealth, LLC and Trajan Wealth LLC refers clients with estate planning legal needs exclusively to Trajan. Estate, LLC. Legal services in states outside of Arizona and Utah are provided by Estate Lawyers, PLLC.