Invest With Tom Trauger
Uncover opportunities that lie beneath the market
The future of asset management holds exciting potential as innovative strategies such as direct indexing gain prominence. Direct indexing empowers investors to customize their portfolios by owning individual stocks directly, providing unparalleled control over their investments.
This approach aligns with the goal of reducing tax drag, as investors can strategically harvest losses to offset gains, potentially minimizing their tax liability. Strategically pairing activity in the stock market with real estate holdings allows investors to accrue capital losses without sacrificing upside performance, providing a forward-thinking avenue to optimize after-tax returns.
Learn how we can help you navigate a tax-efficient path and unlock new possibilities for financial growth and stability.
Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
Who is Tom?
Thomas (Tom) C. Trauger, Jr., CFP® is a Managing Director at the TSG Wealth Management – Irvine location.
Tom’s passion for guiding others through the investment planning process began at an early age after leading his high school Economics classmates to victory in a mock investment project.
In 2012 Tom graduated from the University of California, Santa Barbara with a bachelor’s degree in Economics and obtained his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 2019.
Tom is committed to helping individuals develop financial and investment strategies that align with their needs, goals, and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service.
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