RISKALYZE ANALYSIS
We leverage sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio.
ADVICE & SERVICE
Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.
PERFORMANCE
We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.
CLIENT LOGIN
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2019 Five Star Wealth Manager Award Winner
Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
Helpful Content

Immediate vs. Deferred Annuities

It Was the Best of Times, It Was the Worst of Times

Planning for the Expected

Estate Management Checklist

LPL At A Glance
Thoughtful, balanced financial guidance is a fundamental need for everyone.
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