Canton, MI Office
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Ontrack Wealth Management
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About
OnTrack Wealth Management provides financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high‑net‑worth clients, and charitable organizations. Clients generally receive ongoing portfolio management combined with comprehensive planning rather than standalone planning services.
The firm uses a mix of fundamental analysis and technical/charting/cyclical methods, applies Modern Portfolio Theory, and employs passive, low‑cost funds when appropriate to construct portfolios guided by client‑specific investment policy statements. OnTrack also reviews and advises on held‑away accounts such as workplace retirement plans and 529s as part of its regular service offering.
Distinctive aspects include recent registration with the SEC and a practice of offering comprehensive planning only when paired with investment management, which may involve an upfront planning fee along with ongoing asset management. The firm also provides basic tax return preparation to clients at no additional charge, offers retirement plan consulting as a fiduciary to plan sponsors, and does not provide separate written performance reports to investment‑management clients beyond custodial statements.
Based on Ontrack Wealth Management
Location
8540 N Canton Center Rd
Canton MI 48187
Advisors at this office
1
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