Ready to Pursue Financial Freedom?
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.
Developing personalized portfolios with tax mitigation strategies.
Protect your family & transfer the financial risk of life's events to an insurance company
Securing your life legacy and affairs for generations to come
Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.
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.
LPL Registered Client Relations and Operations Director
Client Relations and Marketing Associate
Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
Financial Data review of 2022
Thoughtful, balanced financial guidance is a fundamental need for everyone.