Vermont Investment Ventures

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.

Sherry C. Dempsey CPA PLLC is a professional accounting firm located in South Burlington, Vermont, specializing in individual trust and estate income tax preparation, financial planning, and comprehensive accounting services. With a focus on trusts and estates, they provide administrative consulting and tax reporting for executors, trustees, beneficiaries, and probate accounting, ensuring personalized service tailored to each client's needs. Owned and managed by a native Vermonter, the firm combines expertise and technology to effectively serve clients both within Vermont and across the country. Their dedication to professional guidance reflects a commitment to addressing a wide range of financial requirements for their valued clientele. Generated from the website

Post Investment Management, based in Charlotte, VT, was founded in 1996 by Peter, who has been dedicated to helping individuals achieve their financial goals. The firm prides itself on developing close personal relationships with clients and offering fee-only services to ensure unbiased investment decisions. Specializing in financial planning, investment management, and retirement accounts, Post Investment Management assists clients with a range of needs, from college education funding to estate and charitable giving concerns. With a focus on transparency and personalized service, the firm aims to provide tailored solutions to help clients secure their financial future.Generated from the website