Holistic Wealth Management
Trax Wealth Management believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with tax mitigation strategies, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our strategic network, which include local CPA firms and attorneys.
Ongoing Tailored Advice
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.
Fiduciary Standard
As an LPL Financial Advisor, Thomas Trax maintains a fiduciary standard with all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. Trax Wealth Management values professional investment research and advice. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. We have access to many independent research resources that allow us to analyze product research and only select investments that we believe are best suited to our clients' unique financial picture. Our independence is vital to delivering customized investment advice.
Personalized Service
Trax Wealth Management offers exceptional personal service. 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. Our staff are lifelong learners, undergoing constant education and training to help ensure our clients always have the best resources available to them. Trax Wealth Management utilizes cutting edge technology for our custodial services through LPL Financial, Account View 2.0, and E Money.
