What is Wealth Management?
Wealth management is an advanced form of financial planning involving services such as investment strategies, estate planning, intergenerational wealth transfer, retirement planning, accounting and tax services that coalesce into a holistic plan for the client.
At OnTrack, our Five Financial Tracks™ form the foundation of our wealth management approach.
Benefits of OnTrack Wealth Management
A Streamlined Approach
Organization of your retirement and investment accounts under one plan
Full Integration
Collaboration of professional services including accounting, tax preparation and estate planning
Peace of Mind
A sense of ease from knowing your plan is continuously monitored and dynamic enough to change with the contours of both your life and the broader investment markets
Ongoing Overseeing of Your Entire Financial Life
To learn more about our wealth management services, we encourage you to get in touch with our team. We’re happy to walk through what’s involved in our process and determine if it makes sense to work together.