San Diego Office
2221 Camino Del Rio South,
Your Pursuit Of
Is Our Focus
Our goal at Trax Wealth Management is to build lifelong
relationships and enrich lives. We firmly believe that
planning your financial future is critical, integrity is
paramount, and providing excellent service are key
to our firm's core values and your success!
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.
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.
Thomas A. Trax, AAMS®
LPL Registered Client Relations and Operations Director
Client Relations & Marketing Associate
Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2024 Five Star Wealth Manager Award Winner. Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
THOMAS TRAX, AAMS ®, HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS
LPL Financial Patriot Club Award, this elite award is presented to less than 7% of the firm’s more than 19,000 advisors nationwide
* The achievement is based on annual production among LPL Advisors only.
These statements are testimonials by clients of the financial professional, Thomas Trax, as of 12/05/2022. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
"Tom is a true professional. If you are looking for an involved, well informed and expert wealth manager, I highly suggest Trax Wealth Management..."
- Joshua, La Jolla
"Having worked in the financial services industry, I can tell you Tom Trax is the real deal. The first time I metTom, he immediately gave me a sense of trust and competence..."
"Thanks to Tom for keeping an eye on our accounts. I want to compliment Tom, Ixy, & Jacqueline for always being so timely and helpful throughout these many years. We appreciate your excellent, trustworthy, and friendly service..."
-Lynda, San Diego
"I have been dealing with Tom Trax for 30+ Years. I have never been disappointed with Tom and his financial consulting concerning my assets..."
LPL Financial Is Part Of Our Team
Trax Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer firm with over one trillion dollars in assets under management.* Through this relationship, we have access to industry-leading, independent research and a comprehensive array of tools, resources, and technology. LPL Financial has over 21,000 advisors nationwide and more than 800 institutional partners. LPL was founded in San Diego and now has offices across the country.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
A Turning Point
Financial Data review of 2024
LPL By The Numbers:
An Industry Leader