Trax Wealth Management believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with tax minimization strategies, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys.
Trax Wealth Management knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.
As an investment advisor, Trax Wealth Management has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. Trax Wealth Management values unbiased investment research and advice. We have access to many independent research resources that allow us to thoroughly analyze product research and only select investments that we believe are best suited to our clients' unique financial picture. As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments. Trax Wealth Management offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.
Trax Wealth Management offers exceptional personal service, committed to accommodating our individual client’s needs and answering their important questions. Every client has access to our Registered Client Relationship Director & Service Staff to act as main points of contact. Our staff are lifelong learners, undergoing constant education and training to ensure our clients always have the best resources
Company Details
- Employees
- 2
- Founded
- -
- Address
- 2221 Camino Del Rio S,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.traxwealth.com
- Keywords
- Investment Services, Retirement Planning, Insurance Planning, Tax Minimization Strategies, Education Planning, Estate Planning, Contingency Case Tax Deferral, Business Planning, Succession Planning.
- HQ
- San Diego, California
Trax Wealth Management, Inc. Questions
Trax Wealth Management, Inc.'s website is http://www.traxwealth.com
Trax Wealth Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/traxwealthmanagement
Trax Wealth Management, Inc. has
2 employees.
View email and phone details for 2
employees at Trax Wealth Management, Inc..
Trax Wealth Management, Inc.'s industry is
Financial Services
Trax Wealth Management, Inc.'s top competitors are
Armando Martinez & Co. Cpa's,
Thrive Portfolios, Inc.,
Cmfg Fintech Solutions,
Fides Wealth Strategies Group,
Julia D. Ryaboy, Cpa, Pc,
Javaforjuniors,
Nautica Wealth Advisors,
Barry J. Kohn Cpa,
Taxes By The Sea (California),
Bair Financial Planning.
Trax Wealth Management, Inc.'s categories are Financial Services
Trax Wealth Management, Inc.'s founding year is 2001
