RISKALYZE ANALYSIS

We leverage sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio. 

Learn more

ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

Learn more

PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

Learn more

CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

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.

Learn more

Helpful Content

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Learn More

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
Learn More

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

Learn more

Outlook 2020

Bringing markets into focus

Learn more

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.