Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way you are guided by Tracy Price, your professional wealth manager, who will help you realize your personal aspirations.
With the wealth management approach, the Tracy Price Wealth Management Team helps you achieve the goals you have in all facets of your wealth
Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. The Tracy Price Wealth Management Team will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
Private Investment Management is our premium discretionary service and is designed for our highest net worth investors, available exclusively for portfolios exceeding $800,000.  Click here for more details.
For a more in-depth look at what we do, please view our unique Client Service Agreement.