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Tracy Whited, RFC®
WealthTrak Advisors

Tel: 757-523-1250
4536 Bonney Rd
Virginia Beach, VA 23462
WealthTrak Advisors | Financial Advisor in Virginia Beach ,VA

About Tracy Whited

Tracy has been an advisor in the Hampton Roads area for the past thirty years, offering sophisticated wealth strategies. He is the co-founder of WealthTrak Capital Management, our Registered Investment Adviser (RIA) firm specializing in strategically designed, risk-managed investment programs. As CIO, he oversees the investment committee and guides investment policy for our firm. Tracy works with clients to ensure that their goals are addressed by taking the complexity of the planning process and making it accessible.

He has earned the designation of Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARFC) which is awarded to financial advisors who meet the high standards of education, experience, and integrity required of all its members. In addition, Tracy attended Old Dominion University, where he earned the Professional Financial Planner (PFP) designation. He is currently a Level III Candidate in the Chartered Market Technician (CMT) program. The CMT is a professional credential earned by those demonstrating extensive knowledge and aptitude in the field of technical analysis and trading, widely considered the gold standard in technical analysis globally.

Tracy is an avid reader of investment theory and practice as well as an accomplished woodworker and golfer. He resides in Virginia Beach with his wife, Andrea, where he enjoys spending time with his adult sons, his grandson, Paxton, and two chocolate labs.


About WealthTrak Advisors

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.

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General Information

Firm Start Year:   1922
No.of Employees:   5-9
States Licensed in:   VA,NC
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning

Services

Investment Types:   Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance
Can meet clients in the following ways:   Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Long Term Care

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500000
Compensation Methods:   Hourly, Based on Assets

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
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