Alpharetta, Georgia - Trajan Wealth

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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]

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*Advisory services are offered through Trajan Wealth, LLC, an SEC registered investment advisor.

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, an SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. 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 independent law firms.