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About Trax Wealth Management

Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives. We provide strategies for tax minimization, investments, retirement, insurance, education, and estate planning. When specialized expertise is needed, we collaborate with trusted affiliates, including local CPA firms and attorneys. Financial planning is a dynamic, ongoing process. We offer regular service reviews, portfolio rebalancing, and retirement updates. As your needs evolve, we adjust strategies to align with your current situation. For advisory clients, we have a fiduciary duty to act in their best interest. We provide full transparency and rely on independent research to recommend only the investments best suited to each client’s unique goals. As independent advisors, we have access to thousands of mutual funds, ETFs, and alternative investments—with no proprietary products, investment banking ties, or conflicts of interest. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC: www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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