Positive Reviews: Clients commend Trax Wealth Management for its holistic approach to financial planning, providing services such as tax planning, investment strategies, retirement planning, estate planning, insurance planning, and more. Clients appreciate the ongoing support, portfolio rebalancing, and adaptability of investment strategies to meet changing financial needs. The company's fiduciary relationship with clients ensures full disclosure and unbiased advice, with access to independent research guiding personalized investment decisions. Clients also praise the exceptional service provided by the knowledgeable staff, who are committed to lifelong learning and utilize cutting-edge technology for custodial services. Unique Facts: Thomas A. Trax has been serving clients for over 10 years, offering personalized financial guidance and assistance with long-term planning, life insurance, tax issues, retirement savings, and staying informed about changes in financial advice and tax rules. Trax Wealth Management operates independently, allowing for a tailored approach to investment recommendations based on thorough research and client needs. Specialty: Trax Wealth Management specializes in providing a holistic approach to financial planning, offering a wide range of services including tax planning, investment strategies, retirement planning, estate planning, insurance planning, and more. The company's fiduciary relationship with clients ensures unbiased advice and full disclosure, with access to independent research guiding personalized investment decisions. Client satisfaction is a top priority, with knowledgeable staff providing exceptional service and staying up-to-date with the latest financial information through continuous training and cutting-edge technology.