At Tracy Wealth Management, clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. As we said earlier, at Tracy Wealth Management, clients come first!

Some of the ways we differ from other firms include:

  • Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies; estate plans; investment plans; retirement plans; and, protection plans.
  • Our frequent and regularly scheduled meetings with clients to update your specific plans and discuss your personal situations.
  • Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
  • Our frequent schedule of client educational and appreciation events.
  • Our personal service that features our best and most current ideas, suggestions and solutions.

Whatever your goals, we can
help you get there

What are your goals?