Trac Wealth Management, INC

TRAC Wealth Management is an Oklahoma-registered investment advisor based in Norman, Oklahoma, offering discretionary portfolio management, retirement plan consulting, and online investment advisory services through a co-advisor relationship with Plan Confidence Corporation. Founded in 2016 and owned by Tracy J. McCary, the firm tailors its investment strategies to individual client needs, focusing on corporate debt, equities, mutual funds, and exchange-traded funds. TRAC Wealth Management works with individuals, high-net-worth clients, trusts, estates, and pension plans. The firm also utilizes sub-advisors when appropriate for specific asset class objectives. In addition to investment management, the firm's leadership maintains independent insurance licenses, offering commission-based insurance products alongside advisory services, which presents a potential conflict of interest managed through a commitment to acting in the client's best interest.