Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Born and raised in Vermont, we are a boutique investment advisory firm, with a mission to invest in people, not just securities. Our team is hand-picked for their expertise and personalized approach, ensuring that you receive the highest level of service.
At InTrack, we understand the importance of your investments and the impact they have on your future. That's why our team of advisors works closely with you to develop a tailored investment strategy that aligns with your unique goals.
Our advisors have extensive and diverse professional backgrounds, providing a well-rounded perspective on the market and the latest industry developments. Their deep and thorough connections to regional and national centers of influence offer valuable insights for informed investment decisions.
We believe that building and sustaining wealth requires a combination of smart financial strategies and long-term planning. Our commitment to fostering strong relationships with each of our clients sets us apart, and we take pride in being your trusted investment partner for life.
In business as Sopher Investment Management since 1992, InTrack formed as a result of a merger between Sopher and Peltzer Capital Management in 2015.
Inspired by Myron and Brett’s love of amateur cross-country skiing, and the idea that being "in the track" makes skiing smoother, quicker, and more enjoyable, Myron and Brett knew that this same feeling could be translated to the wealth management experience.
Staying "in the track" of their financial goals, InTrack’s clients can expect a wealth management experience that is not only unique but also exciting.
Our ideal client partners with us to look beyond the horizon to realize their aspirations. They know that investments can make a difference in the world – whether it’s for themselves or for others.
Our client is honest with us about their goals and expectations, asking critical questions that challenge our collective knowledge. Not only do they provide valuable feedback on our services but also rely on our expertise in times of uncertainty.
InTrack Investment Management's clients want more than just financial advice; they want a trusted resource to whom they can turn for direction and stability.