We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are constantly making choices because they cannot do it all. We help you manage your financial decisions to hopefully free up time so you can focus more on what you value most. Our passion comes from understanding what's truly important to you. We love what we do; we can help you take action by making more informed financial decisions.


Our advisors

Angela Dax

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Managing Partner of Dax Wealth Management Group
Learn more about Angela Dax Visit Angela Dax's website

Jacob A Dax

CRPC, AAMS, APMA, CEPA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob A Dax Visit Jacob A Dax's website

Jean Ruimy

CRPC, CDFA®, APMA

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Jean Ruimy Visit Jean Ruimy's website

Noah Kohl

BFA, APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Noah Kohl Visit Noah Kohl's website


Our team

Tyler Law

Tyler Law

Operations Manager

Qualifications

  • Bachelor's Degree, Business Economics, UC Santa Barbara
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CJ Jack

CJ Jack

Client Concierge,

Event Planner

Qualifications

  • Bachelor's Degree, Business Administration, California State University, Fullerton
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Taylor Dolenga

Taylor Dolenga

Operations Specialist

Cole Hronek

Cole Hronek

Client Relationship Manager

Qualifications

  • Bachelors Degree

    Economics

    Finance Applications

    Southern Methodist University
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