Insurance Planning
Protect your family & transfer the financial risk of life's events to an insurance company
Contingency Attorney Deferrals
Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.
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.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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LPL At A Glance
Thoughtful, balanced financial guidance is a fundamental need for everyone.