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Paladin Research Report For:

Tracy Whited

WealthTrak Advisors

4536 Bonney Rd
Virginia Beach, VA 23462
757-523-1250

About Tracy Whited

Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax management, estate planning, and capital accumulation, needs to carefully plan in order to ensure that all of the pieces are designed to work together to help produce the most favorable results. As a Wealth Management Firm, we can help you work toward reaching those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

WealthTrak Advisors provides comprehensive wealth management for a select group of individuals in the Hampton Roads area. We work exclusively with retirees and pre-retirees who have investable assets of greater than $250,000 and know that there is more to life than money. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the "four pillars" of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning. For over 20 years, the advisors at WealthTrak have created a community of exceptional clients with strong values and a passion for the important things in life.

See Disclosures

General Information

Firm Start Year
  • 1922
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889249/paladinregistry-WealthTrak-Advisors-detailed-disclosure.html

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