Nashville, Tennessee - Trajan Wealth

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Nashville, Tennessee

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(615) 270-3300
[email protected]

Contact us to schedule an appointment with one of our fiduciary advisors.
Phone: (615) 270-3300
Email: [email protected]

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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.