Our headquarters are located in the beautiful Cavasson Development
Conveniently located just off the SR 101 freeway:
Take the Hayden Rd exit from the SR 101 Freeway and proceed north.
Take the first left into the Cavasson Development. The Cavasson East Office Building is located on the northwest corner of the SR 101 freeway and Hayden Road.
Visitor parking is on the first floor of the parking garage next to the building. (If mobility is a concern, a dropoff roundabout is located directly in front of the building entrance.)
Once you are at the Cavasson East Building:
You must be buzzed in to get into the lobby.
Once in the lobby, please check in with security and show your photo ID.
Proceed to the second set of elevators, just past the fitness center.
Take the elevator to the fourth floor; the Trajan Wealth office is on your right.
Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax LLC.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
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