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Michael Traxler Wealth Management, LLC

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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What Sets Us Apart?

Fiduciary advisors 100% of the time

Locally owned and independent since 2005

Our focus is designing and managing

your retirement strategy

through every stage of life

To meet with one of our advisors, simply click on the

green "Make an Appointment" button above

Our Clients

We provide strategic advice across a broad range of investor profiles

New Investors Getting Started

Start investing monthly for potential long-term growth

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Peak Career Investors

Planning for you and/or

your family

What are your goals? How will you get there?

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Investors Nearing Retirement

Do you have enough?

When can you retire?

What about Social Security?

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Investors Enjoying Retirement

Has your strategy changed?

Do you have secure income?

Have you planned your Estate?

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of fiduciary advisors with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life may benefit from our services.

Retirement Planning

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Tax Strategies

Ideas for keeping more of what is yours

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Estate Strategy

Efficient ways to leave your assets to your loved ones

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Speak with an Advisor

If you believe you could benefit from working with a financial professional, let’s begin the conversation. Schedule an appointment to tell us about your goals and background. We’ll use what we learn to match you with the right advisor and see if we’re a good fit for your needs.

Pre-Meeting Questionnaire