TRAJAN WEALTH

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... Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we've helped.

Also known as: Trajan Estate, LLC, Trajan Wealth, LLC

Primary location: Scottsdale United States