Broker Check
619-462-3400
thomas.trax@lpl.com
Account Access

San Diego Office

2221 Camino Del Rio South,

Suite 307
San Diego, CA 92108

Your Pursuit Of

Financial Freedom

Is Our Focus

Our goal at Trax Wealth Management is to build lifelong
relationships and enrich lives. We firmly believe that
planning your financial future is critical, integrity is
paramount, and providing excellent service are key
to our firm's core values and your success!

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.

HOW WE WORK

WHAT WE OFFER

Financial & Retirement Planning


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Investment
Planning


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Estate & Tax Minimization Planning


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Insurance & Annuity Planning


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Advisor Succession Planning


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Contingency Attorney Deferrals


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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 & Marketing Associate

619-462-3400

CERTIFICATIONS & MEMBERSHIPS

Our Process
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Our History
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AWARDS & RECOGNITION

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.

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THOMAS TRAX, AAMS ®, HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS

LPL Financial Patriot Club Award, this elite award is presented to less than 7% of the firm’s more than 19,000 advisors nationwide

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* The achievement is based on annual production among LPL Advisors only.

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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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LPL Financial Is Part Of Our Team

Trax Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer firm with over one trillion dollars in assets under management.* Through this relationship, we have access to industry-leading, independent research and a comprehensive array of tools, resources, and technology. LPL Financial has over 21,000 advisors nationwide and more than 800 institutional partners. LPL was founded in San Diego and now has offices across the country. 

*As reported by Financial Planning magazine, 1996-2022, based on total revenue.             



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