Dax Wealth Management Group

We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are frequently 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.


Advisors

Angela Dax

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

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

Jacob A Dax

CRPC, AAMS, APMA, CEPA®

Private Wealth Advisor

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

Noah Kohl

BFA, APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Noah Kohl's website

Alex Pao

Financial Advisor

Visit Alex Pao's website


Team

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