We are a wealth management team with 30 years of experience & longstanding relationships with our broker dealer LPL Financial as well as  transnational clientele. Our firm helps clients pursue their financial goals today, tomorrow, and for generations to come. From pursuing retirement, structuring businesses, to forging a legacy, understanding the bigger picture is the first step. Our clients come first; we pride ourselves in giving our clients the confidence that they will have what they need – when they need it. We aim to manage all aspects of our clients' financial situation seamlessly and securely by leveraging cutting edge technology like ClientWorks, AccountView 2.0, and eMoney advisor.

THE FUTURE OF YOUR FAMILY AND YOUR FIRM

THE FUTURE OF YOUR FAMILY AND YOUR FIRM

Just as it is essential for clients to anticipate and prepare for developments in their lives, so is preparing your family and firm for future developments. Our office has over the years grown organically through client referrals, in addition to, several successful acquisitions. Whether your priority is to enable your own retirement or reduce involvement, we can help you develop a succession plan intended to serve your clients’ best interests—as well as your own. You have worked hard to grow your practice, now what’s your plan to secure your legacy?

TRANSITION TYPES

TRANSITION TYPES

Taking the time to focus on a succession plan now, will make all the difference when it comes to creating a legacy that far outlasts your career. For those of us in the financial planning profession, we spend our days planning for the future. The future of our clients, our family, and our staff. Your ability to transfer the confidence your clients place in you, is determined by how confident you are with the group that you select. Whether it be a full succession or a gradual passing of the torch, we have the space, team, and flexibility to assure a seamless transition.

THE PATH TO TRANSITION

THE PATH TO TRANSITION

Partnered leadership and communication are the paramount qualities of our successful succession strategies. It’s important for our teams to collaborate strategies that welcome clients as transparently, directly, and honestly as possible.

BEGIN YOUR SUCCESSFUL TRANSITION TODAY

Thank you for your inquiry into Trax Wealth Management, we welcome you to reachout if you would like to have a conversation on how we can secure your legacy. 

Let's Have A Conversation