READY TO PURSUE
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.
Developing personalized portfolios with tax mitigation strategies.
Protect your family & transfer the financial risk of life's events to an insurance company
Securing your life legacy and affairs for generations to come
Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.
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.
LPL Registered Client Relations and Operations Director
Client Relations Associate
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.
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.
"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
"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
"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
"I have been dealing with Tom Trax for 30+ Years. I have never been disappointed with Tom and his financial consulting concerning my assets..."
Financial Data review of 2023
LPL By The Numbers:
An Industry Leader