ClientVitals Solutions Corp

Pre-Qualification Consultants

InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstances and values with our expertise in finance, global economics, entrepreneurial ventures, impact investing, and socially responsible investing. While our ultimate goal is to help them build and sustain wealth, our greatest pleasure is being an ever-present, trusted resource.

Quantum Leap Capital is a financial planning firm that provides customized strategies to help you or your business achieve your financial goals. We believe that everyone deserves access to quality financial advice. We take the time to listen to your concerns & objectives, & then we assess your complete financial picture in order to offer specific advice that will help you understand your options & minimize unnecessary erosion of your resources. We follow a fiduciary standard, which means we put your interests above our own. No matter what. Whether you need financial planning, tax planning, wealth preservation, insurance advice, or business planning, we're here to help. We're based in South Burlington, Vermont, & serve clients nationwide.