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.

Learn more
Insurance Planning

Insurance Planning

Protect your family & transfer the financial risk of life's events to an insurance company

Learn more
Estate Planning

Estate Planning

Securing your life legacy and affairs for generations to come

Learn more
Contingency Attorney Deferrals

Contingency Attorney Deferrals

Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.

Learn more
<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.

Learn more

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
Learn More
5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
Learn More
Gun Ownership and Your Homeowners Policy

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.
Learn More
Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
Midyear Outlook 2022

Midyear Outlook 2022

Navigating Turbulance

Learn more
Key Financial Data 2022

Key Financial Data 2022

Financial Data review of 2022

Learn more
LPL At A Glance

LPL At A Glance

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

Learn more