"Having worked in the financial services industry, I can tell you Tom Trax is the real deal. The first time I met Tom, he immediately gave me a sense of trust and competence. Being a busy attorney having Tom looking after my investments allows me to focus on my large case load. Tom and his team are responsive and diligent. I recommend Tom to my peers and friends, as he has extensive experience in financial and retirement planning for lawyers."

- Geoffrey, Coronado

This statement is a testimonial by a client of the financial professional as of 12/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Tom is a true professional. If you are looking for an involved, well informed and expert wealth manager, I highly suggest Trax Wealth Management... Tom has seen it all and is able to provide guidance in any market condition to maximize his clients’ needs. Whenever my colleagues ask for a recommendation for a wealth manager TWM is at the top of the list, due to their responsiveness, diligence and professionalism."

- Joshua, La Jolla

This statement is a testimonial by a client of the financial professional as of 12/05/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"My father worked with Tom Trax for decades and always had the best experience... My experience with Tom is the same as my father's: Tom asks the right questions and provides sage advice as we work together to develop a solid financial plan. He really listens, to understand my financial goals and the retirement lifestyle I am seeking. Now I am retired and... Tom has my money working hard, consistent communication and a truly wonderful staff backing him up... all leading to strong confidence.   Thank you Team Trax!"

- David, Rancho Cordova

This statement is a testimonial by a client of the financial professional as of 10/08/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"The most intelligent decision you can make for your financial future is to make an appointment with Tom Trax. My husband and I were referred to Tom by a friend over 20 years ago and I couldn't be more grateful! ... Tom was not pushy, made a point of getting to know us and our investment comfort level; and then offered sage advice to think about. Tom loves what he does and it shows. He stays on top of economic trends and what affects them. The most important thing I can, and have said about Tom Trax is, "I trust him". He's the best!"

- JoAnne, San Diego

This statement is a testimonial by a client of the financial professional as of 10/17/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"We have been working with Tom Trax and his amazing team for a few years now... We have been so impressed with the knowledge, dedication and professionalism that Tom and his team have shown... We have complete trust in their abilities. " 

- Janet, San Diego

This statement is a testimonial by a client of the financial professional as of 09/30/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Thanks to Tom for keeping an eye on our accounts during these uncertain times... We appreciate your excellent, trustworthy, and friendly service. I know I can consistently rely on timely replies and help from Tom and his staff regardless of the circumstances. Tom truly sets the bar for high standards in the business world, Tom is above board and sets the examples for other companies to follow."  

- Lynda, San Diego

This statement is a testimonial by a client of the financial professional as of 12/05/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"I have been dealing with Tom Trax for 30 Plus Years I have never been disappointed with Tom.... 
I have also referred friends to Tom and they have been very happy with the results of his consulting and decisions. Extremely Trustworthy, personable, and Very Service orientated. I would absolutely refer Tom Trax to anyone of my family, close friends, or business associates."

- Gregory, Indio

This statement is a testimonial by a client of the financial professional as of 12/05/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"... It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He... showed me how certain retirement savings also saved money on taxes. He also keeps us posted on new rules, new financial advice, and changes in tax rules. I can assure you that you'll be 100% happy with his services."

- Joseph, San Diego

This statement is a testimonial by a client of the financial professional as of 12/05/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.