Testimonials

"Having worked in the financial services industry, I can tell you Tom Trax is the real deal. The first time I met Tom, he immediately gave me a sense of trust and competence. Being a busy attorney having Tom looking after my investments allows me to focus on my large case load. Tom and his team are responsive and diligent. I recommend Tom to my peers and friends, as he has extensive experience in financial and retirement planning for lawyers."
- Geoff, Coronado

"Tom is a true professional. If you are looking for an involved, well informed and expert wealth manager, I highly suggest Trax Wealth Management. With over 20-years of experience Tom has seen it all and is able to provide guidance in any market condition to maximize his clients’ needs. Whenever my colleagues ask for a recommendation for a wealth manager Trax Wealth Management is at the top of the list, due to their responsiveness, diligence and professionalism. I highly recommend Trax Wealth Management."

- Joshua, La Jolla

"My father worked with Tom Trax for decades and always had the best experience. As years passed, my retirement became imminent and I started working with Tom Trax as well. My experience with Tom is the same as my father's: Tom asks the right questions and provides sage advice as we work together to develop a solid financial plan. He really listens, to understand my financial goals and the retirement lifestyle I am seeking. Now I am retired and... Tom has my money working hard, consistent communication and a truly wonderful staff backing him up... all leading to strong confidence in my financial future. So glad to have an experienced and trustworthy financial advisor handling my investments so I can focus on enjoying these golden years. Thank you Team Trax!"

- David, Rancho Cordova

"The most intelligent decision you can make for your financial future is to make an appointment with Tom Trax. My husband and I were referred to Tom by a friend over 20 years ago and I couldn't be more grateful! To begin with, we just needed guidance with furthering retirement investment choices. Tom was not pushy, made a point of getting to know us and our investment comfort level; and then offered sage advice to think about. Tom loves what he does and it shows. He stays on top of economic trends and what affects them. He has guided us toward a confidence in the security of "the golden" years. The most important thing I can, and have said about Tom Trax is, "I trust him". He's the best!"

- JoAnne, San Diego

"We have been working with Tom Trax and his amazing team for a few years now. In addition, we have several family members who have utilized his expert service and advice. We have been so impressed with the knowledge, dedication and professionalism that Tom and his team have shown. They are always quick to respond to any questions or concerns that we may have. We have complete trust in their abilities and have been extremely pleased with the results they have gotten for us. We highly  recommend Tom and everyone at Trax Wealth Management."

- Janet, San Diego

"Thanks to Tom for keeping an eye on our accounts...  We appreciate your excellent, trustworthy, and friendly service. I know I can consistently rely on timely replies and help from Tom and his staff regardless of the circumstances. Tom truly sets the bar for high standards in the business world, Tom is above board and sets the examples for other companies to follow."

-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. Due to Tom’s decisions, I have been able to retire comfortably. Tom has always been available to either meet in person or accept my phone calls, whichever I have preferred. I have also referred friends to Tom and they have been very happy with the results of his consulting and decisions. Extremely trustworthy, personable, and very service oriented. I would absolutely refer Tom Trax to anyone of my family, close friends, or business associates."

-Gregory, Indio

"Thomas Trax is a great financial advisor. He was extremely helpful with our financial help. He sat down with my wife and I on many occasions and went out of his way to help us. It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters. He explained the SEP IRA to me and showed me how certain retirement savings also saved money on taxes. He also keeps us posted on new rules, new financial advice, and changes in tax rules. I can assure you that you'll be 100% happy with his services."

Joseph, San Diego