Private Wealth Management for Select Individuals
Serving a Community of Exceptional Clients
For over 20 years, the advisors at WealthTrak have created a community of exceptional clients with strong values and a passion for the important things in life. Our clients:
- Are financial delegators. They appreciate and are willing to follow the advice of qualified professionals.
- Are passionate about goals. They are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
- Enjoy simplicity. They enjoy the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a single qualified advisor.
- Value our work together. They are comfortable with our fee schedule and understand the value of a strong relationship to build the foundation of the wealth management process.
- Focus on what’s important. They appreciate the ability to focus their valuable time and energy on those things in life that are most important to them.
- Appreciate our holistic approach to wealth management. They understand the value of a comprehensive plan that covers tax, insurance, retirement, and estate planning.