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Our Mission

Our Primary Purpose

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.