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619-462-3400
thomas.trax@lpl.com
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FINANCIAL FREEDOM?

HOW WE CAN HELP

Trax Wealth Management believes it is important to take a holistic approach to financial planning.

Trax Wealth Management knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.

We aim to manage all aspects of our clients' financial situation today, tomorrow, and for generations to come.

Investment Planning

Investment Planning

Developing personalized portfolios with tax mitigation strategies.

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Insurance Planning

Insurance Planning

Protect your family & transfer the financial risk of life's events to an insurance company

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Estate Planning

Estate Planning

Securing your life legacy and affairs for generations to come

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Contingency Attorney Deferrals

Contingency Attorney Deferrals

Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.

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<span>Thank you for your inquiry into Trax Wealth Management.</span>

Thank you for your inquiry into Trax Wealth Management.

Each client works directly with Thomas Trax when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions. In addition, every client has access to our Registered Client Relationship Director & Service Staff to act as main points of contact. 

Thomas Trax

Thomas A. Trax, AAMS®

President, Founder

619-462-3400

Ixy Beltran

Ixy Beltran

LPL Registered Client Relations and Operations Director

619-462-3400

Daniela Mendoza

Daniela Mendoza

Client Relations Associate

619-462-3400

A Decade of Five Star Recognition

A Decade of Five Star Recognition

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2023 Five Star Wealth Manager Award Winner. Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

WHAT PEOPLE ARE SAYING

These statements are testimonials by clients of the financial professional, Thomas Trax, as of 12/05/2022. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

"EXTREMELY HELPFUL WITH OUR FINANCIAL NEEDS"

"Thomas Trax is a great financial advisor. He was extremely helpful with our financial needs. He sat down with my wife and I on many occasions and went out of his way to help us...."

-Joseph, San Diego

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"RESPONSIVENESS, DILIGENCE, & PROFESSIONALISM"

"Tom is a true professional. If you are looking for an involved, well informed and expert wealth manager, I highly suggest Trax Wealth Management..."

- Joshua, La Jolla

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"WE APPRECIATE YOUR EXCELLENT, TRUSTWORTHY, & FRIENDLY SERVICE"

"Thanks to Tom for keeping an eye on our accounts. I want to compliment Tom, Ixy, & Jacqueline for always being so timely and helpful throughout these many years. We appreciate your excellent, trustworthy, and friendly service..." 

-Lynda, San Diego

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"EXTREMELY TRUSTWORTHY, PERSONABLE, & VERY SERVICE ORIENTED"

"I have been dealing with Tom Trax for 30+ Years. I have never been disappointed with Tom and his financial consulting concerning my assets..."

-Gregory, Indio

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Outlook 2023

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