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. 

Ixy Beltran

Ixy Beltran

LPL Registered Client Relations and Operations Director

619-462-3400

Jacqueline  Conger

Jacqueline Conger

Client Relations and Marketing Associate

619-462-3400

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2022 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Midyear Outlook 2022

Midyear Outlook 2022

Navigating Turbulance

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Key Financial Data 2022

Key Financial Data 2022

Financial Data review of 2022

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LPL At A Glance

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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