Thomas A Trax Wealth Advisor

Trax Wealth Management takes a comprehensive approach to financial futures. We aim to comprehensively address all aspects of our client's financial status. Our clients receive tax planning and investment strategies, retirement planning, estate planning, financial planning, insurance planning, educational planning, and tax mitigation strategies. We use our local CPA firms, attorneys, and other professionals to consult in case we do not have the necessary expertise. Financial planning is an evolving and dynamic process, and Trax Wealth Management understands this. Clients receive regular service meetings, portfolio rebalancing, and retirement planning. We change our investment strategies to adapt to your financial requirements. Thomas Trax, an LPL Financial Advisor, maintains a fiduciary relationship with clients, known as its registered investment advisor. Our responsibility is to act solely in the best interests of our clients. We are committed to providing professional advice and investment research. While many financial institutions recommend investment products that their parent or subsidiaries have manufactured, we do not have such ties. Our access to independent research allows us to independently review product research and select the ones we feel are most appropriate for our clients. Our independence allows us to provide personalized investment advice. Trax Wealth Management provides exceptional service. Clients work with Thomas Trax directly when making important investment decisions. Our goal is to respond to the needs of each client and address any questions and concerns they may have. All clients have direct access to the service staff, the Registered Client Relations Director, who serves as the main point of contact. All staff have a lifelong learning goal, and they are constantly trained to ensure clients get the most up-to-date information. Trax Wealth Management uses cutting-edge technology to offer custodial services through LPL Financial and Account View 2.0

Thomas Trax is the go-to financial advisor if you want to manage your money, plan for your future, and sleep at night. Several of these comments, e.g. He helped me understand the value of life insurance and how it saves taxes, I've been with him for a couple of years, and I hugely admire his morals, affirmed his unwavering commitment to his clients, and credibility as a good human being. Many users have stated that Trax has mastered the art of exploring several avenues to arrive at the best possible outcome, distinguishing him, insightful in every way, and using the latest technology to provide financial advice, which is unrivaled. His extensive knowledge has enabled us to put in place a comprehensive financial plan that we rely on and can run with for multiple decades. None of this would be possible without his careful explanations and keen interest in every client's financial wellbeing. Those who work with him for a reason often refer their friends: Trax from his wealth of experience, and he calms all anxieties and helps achieve stability in an uncertain financial climate. I **rates most highly** recommend him.