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 2020 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

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
Learn More

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More

Key Financial Data 2020

Financial Data review of 2020

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.