Trajan Wealth Advisors Can Help
Nearby Offices
Rancho Santa Margarita, California
30211 Avenida de las Banderas, Suite 200Rancho Santa Margarita, California 92688
Visit Us In Rancho Santa Margarita, California
From CA-241:
- Take exit 18 for Antonio Pkwy
- Merge onto Antonio Pkwy
- Turn right onto Avenida Empresa
- Turn right onto Avenida de las Banderas
- Turn left onto Comercio
- Turn right
- Turn right
- Destination will be on the left
Business Hours
8 AM - 5 PM EST, Monday- FridayPhone
(800) 838-3079© 2026 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Any examples given are strictly hypothetical. Your results may differ. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.
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 L.L.C. Trajan Wealth, LLC will refer clients with tax needs exclusively to Trajan® Tax LLC for tax services. Trajan® Tax LLC will refer clients with investment needs exclusively to Trajan Wealth, LLC for advisory services.
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.
Newsweek’s Top Financial Advisory Firms 2025 and 2026 (Received November 19th, 2024, and November 14th, 2025). Licensing fees are paid post-award for the use of the ranking.
