About Us
TRAC Wealth Management Inc. is a full-service, fee-based financial advisory firm in Norman, OK. TRAC was created to offer investment advice and help people plan for retirement with confidence.
Whether you’re already retired or still working, we use time-tested investment strategies to help you prepare for a secure retirement. We offer a straightforward and direct planning style, you can trust that we’ll keep you on track towards your financial goals.
We pride ourselves on giving you highly personalized and interactive customer service.
You will never be just a number at TRAC.
GROWTH
GROWTH
Create new wealth while protecting what you have from economic volatility.
PROTECTION
PROTECTION
Use diversification and tactical investments to nurture your nest egg.
PRESERVATION
PRESERVATION
Develop the right mix of strategies for your needs, controlling risk.
What to Expect
Complimentary eBook: Common Questions About Diversifying Your Investment Portfolio
Diversification is an effective strategy for reducing portfolio risks by investing across different asset classes during economic uncertainty. At TRAC, we have a few ideas about it.
WHO WE SERVE
We can help you develop a financial plan that helps you feel secure leading up to retirement.
Clients with 401K, 401A, 403B, 457, TSP Plans
Pre-Retirees
Business Owners
TRAC Wealth Management Inc. is a fee-based, full-service financial advisory firm serving 401k owners (as well as those with 401a, 403b, 457, or TSP plans), pre-retirees, retirees, and small business owners. We can help you diversify your investments, as well as implement other investment management strategies that best suit your needs and goals while minimizing your risk.
To find out if we’re a good match for your financial planning needs, be sure to reach out to us through our contact page.
WHAT WE DO
At TRAC Wealth Management Inc., we know that you’re an individual, so your financial plan should reflect your unique needs.
It’s never too early or too late to start your planning for today as well as the future. A financial plan customized to meet your specific needs is within reach.
We are honored to support clients with any plan type, including 401k, 401a, 403b, 457, and TSP accounts.
With more than 35 years of industry experience behind us, we have the know-how to design a strategy specific to your goals, needs, and risk tolerance. At TRAC Advisor Group Inc., we know that you’re an individual, so your financial plan should reflect your unique needs.
Once you have a financial strategy that works for you, it’s that much more important to protect your wealth in uncertain times. At TRAC, we use a tactical approach to do just that for your investment portfolio. We’ll help you diversify your investments, manage your plan (such as a 401k, 401a, 403b, 457, or TSP) make financial decisions surrounding your business, and help you build confidence to know that your financial future is being protected by experts.
We offer a full complement of wealth management services including:
- Financial Planning
- Investment Management
- Retirement Strategies
- Alternative Investments
- Estate Conservation
- Insurance
- Tax Management
Plan ConfidenceTM
Your 401k isn’t just for saving money from each paycheck. You actually need to put it to work for your future. With our Plan Confidence service, we’ll help you keep an eye on the market so you can adjust your allocations based on any red flags or patterns that we see. You can plan with confidence knowing that someone is looking ahead to the future with your best interest in mind.
WHY CHOOSE US
You’ll work with a fiduciary advisor. That means your advisor is required to work in your best interests-always!
Choosing a financial advisor isn’t easy. What if you knew you’d be working with an advisor that takes your unique circumstances and goals into account so that they can help you reach your financial goals? That’s what we aim to do at TRAC Advisor Group Inc.
What’s in it for you:
- You’ll work with a fiduciary advisor. That means your advisor is required to work in your best interests-always!
- Straight talk. We are upfront and direct with you and don’t sugarcoat the hard conversations.
- You’ll have a one-stop shop for your financial needs. We partner with many financial professionals to enhance all areas of your financial well-being.
- Risk management to protect your assets.
STAY INFORMET WITH OUR NEWSLETTER
Would you like to talk about your financial goals?
Schedule a free no-obligation consultation today.
Investment Advisory services offered through TRAC Wealth Management Inc., an Oklahoma Registered Investment Advisor.
This site is published for residents of the United States only. Investment advisor representatives of TRAC Wealth Management Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.
TRAC Wealth Management Inc. 405.615.4465
3750 W. Main Street, Ste. 142 Norman, OK 73072