Fee-Only, Fiduciary Investment Management & Financial Planning

InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstances and values with our expertise in finance, global economics, entrepreneurial ventures, impact investing, and socially responsible investing. While our ultimate goal is to help them build and sustain wealth, our greatest pleasure is being an ever-present, trusted resource.

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Impact <br />Investing

Impact
Investing

Your values and financial growth do not have to be mutually exclusive. We use our knowledge of socially responsible and impact investing to identify companies that meet our criteria for performance and for their ability to make a positive impact on societies around the world.

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Wealth Management

Wealth Management

If you’re seeking assistance with managing your finances, we invite you to learn more about the InTrack experience. As fee-only, fiduciary financial advisors, we do not derive income from selling products. As such, we are positioned to offer you the unbiased advice you need.

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Money <br />Coaching

Money
Coaching

If you have a hard time discussing money with others, such as your partner, or making financial decisions, money coaching can help. During this process you’ll work closely with your InTrack coach to address any subconscious issues you have with money, which will result in the ability to move toward your financial future with clarity and confidence.

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Financial Planning

Financial Planning

You don't need to move your money to a bank or a brokerage firm in order to get objective financial planning, nor should you tackle this process alone. We consider your unique situation, then utilize our financial planning expertise to offer you accessible and practical advice.

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Do you feel like your investment advisor has left you alone in the woods without a financial plan?

Do you feel like your investment advisor has left you alone in the woods without a financial plan?

We'll help you find your way back home.

Your Investment Plan

Your Investment Plan

It's time to start planning for your future, no matter how much money you have in the bank. Use our free tool to identify the financial goal that is most important to you, get insight into how much you need to save and invest in order to achieve your goal, and learn how to stay on track to reach your goal through simple adjustments.

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Our Philosophy

Our Philosophy

We believe that good investment management can bring clarity to a cloudy day. Also, we’re openly optimistic about the investment opportunities the economy continues to provide. Your values, dreams, goals, and objectives are important to us and we custom-tailor our approach and advice to each client’s unique circumstances.

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What is SRI?

What is SRI?

Socially responsible investing seeks both financial gain and social good.

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What is ESG?

What is ESG?

The E stands for Environmental, the S stands for Social, and the G stands for Governance.

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