A complete list of active advisors currently associated with Trackside Wealth

Warmer can help you find a great advisor at Trackside Wealth or one who fits your needs even better.

Trackside Wealth provides comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. Services are offered as bundled ongoing financial planning plus portfolio management, or as a one-time financial review to evaluate a client’s overall situation. The firm emphasizes passive portfolio construction and Modern Portfolio Theory principles, using diversified, low-cost funds, periodic rebalancing, and tax-aware fund selection and asset-location where appropriate. Financial planning is integrated with investment management and can address retirement income, estate planning, college funding, business-owner issues, and cash-flow and insurance analysis, with clients able to impose reasonable written restrictions. Distinctive aspects of the firm include a flat, fixed-fee pricing model that combines ongoing planning and discretionary portfolio management rather than charging a percentage of assets, and an explicit disclosure that the fee structure can represent a higher effective percentage for smaller portfolios. The firm’s principal holds CFP® and CPA credentials, the adviser does not serve as a private fund adviser, and the principal is completing transition-related work from a former accounting practice that the brochure says will decrease over the coming months before client service begins.

To learn more about the advisors currently working at Trackside Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.