Encampment, WY Office

Traction Financial Partners works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, foundations and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement plan advisory and consulting, and coordinates estate‑planning document creation using a third‑party platform (Snug); it also may allocate portions of portfolios to sub‑advisors or LPL‑sponsored advisory programs.

The firm describes a core‑satellite investment approach, typically placing a strategic core (70–80%) in ETFs and using a tactical satellite (20–30%) for shorter‑term views via ETFs, mutual funds, structured notes and individual securities, with account rebalancing on a quarterly to annual basis. Traction builds individualized investment plans through client interviews that assess objectives, time horizon, tax considerations and risk tolerance, and it coordinates with outside professionals such as CPAs and estate attorneys as part of ongoing supervision and periodic reviews.

Distinctive features noted in the brochure include a focus on client education and retirement‑plan participant workshops — the firm discloses providing enrollment and generic educational services for plan participants and attending sponsor‑hosted due‑diligence or training events — and the use of the Snug platform to assist clients with estate document creation. The firm’s public materials and cover disclosures point clients to third‑party sources (including its SEC/IARD listing and its website) and it openly discloses relationships with LPL Financial (including program participation and transition assistance) as part of its operational and marketing arrangements.