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 2021 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

<p>A Meal for All Generations</p>

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Midyear Outlook 2021

Midyear Outlook 2021

Picking Up Speed

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Key Financial Data 2021

Key Financial Data 2021

Financial Data review of 2021

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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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