Ambassador Program

One of the greatest ways to live a "wealthy" life is to give back to the community and serve the under-served.

Ambassador Program

At Wealth Trac Financial, we count the relationships we share with our valued clients as our greatest asset, and we look forward to many more years of deepening our friendship with you. The greatest compliments we receive at Wealth Trac Financial are the recommendations and personal introductions to your family, friends, and colleagues. Year after year we continue to see our business grow because of the wonderful people our clients send our way, and we thank you for your continued support. We are excited to announce an exclusive Wealth Trac Ambassador Program that is complete with an end of season bash!

Wealth Trac Financial’s Ambassador Bash is an exclusive and intimate event to remember. You will enjoy the ultimate dining experience at a luxurious restaurant. Savory appetizers, sumptuous entrees and elegant desserts await you. Be sure not to miss this special event.

How do I qualify? It’s easy!

Introduce someone to our firm by inviting them to one of our events, or simply recommend that they contact us. If they schedule a complimentary visit in our office, you and your guest qualify for the Ambassador Bash. In addition, a $50 charitable donation will be made in your name to our Charity of the Year.

Have questions for the Wealth Trac team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

As a full-service firm, we also provide the following services:

(Click the images below to learn more about each service)


Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.

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