ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

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

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Outlook 2022

Outlook 2022

Passing the Baton

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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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