Wealth Trac Financial of Beverly Hills

Wealth Trac Financial of Beverly Hills is a financial planner based in Beverly Hills, Michigan, serving residents in and around Metro Detroit. Founded in 2007, the firm focuses on helping clients work toward their retirement dreams through comprehensive, tax-advantaged wealth management strategies. The practice serves individuals at every stage, from those still accumulating assets to those approaching or already in retirement, designing personalized strategies intended to preserve capital, grow income, and increase returns with reduced risk. The firm holds a rating of 5.00 based on publicly available reviews.

The firm operates as a full-service financial advisory practice offering a broad range of services, including retirement income strategies, wealth management, asset protection, annuities, life insurance, estate planning, tax-efficient strategies, long-term care strategies, IRA and 401(k) rollovers, and IRA legacy planning. The team also refers clients to outside professionals for trusts, probate, charitable giving, and tax planning. Wealth Trac Financial's business philosophy centers on the belief that every client's situation is unique and that there is no one-size-fits-all plan; the firm places emphasis on helping clients understand the financial vehicles available to them so they can make informed choices for their families. The practice was founded by Kurt Fillmore, who serves as President and holds the Certified Financial Fiduciary designation. Kurt Fillmore and Avery Markos provide advisory services through CoreCap Advisors, LLC, a separate and unaffiliated entity. Contact for the office is available by phone at 248-385-2385.

The office is located on Telegraph Road in Beverly Hills, Michigan, at 30777 Telegraph Rd.