Traci Garnett-Froscheiser, a distinguished financial advisor and owner of Garnett Investment Strategies, recently showcased her expertise at the 2019 Essential Advisor Awards. Recognized for her firm's outstanding practice and client satisfaction, Traci exemplifies the qualities of an "essential advisor" by providing holistic, client-focused advice tailored to significant life events. With a commitment to leveraging top technology like Envestnet, she enhances client interactions through efficient trading, risk management, and personalized financial planning. Traci emphasizes the importance of having candid conversations with clients to ensure their financial strategies are robust and forward-looking, a practice that has positioned her firm to adeptly navigate the evolving landscape of wealth management.
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Primary Wealth Management, LLC, DBA Garnett Investment Strategies, is a Registered Investment Advisor whose principal office is located in Nebraska. The advisor may not transact business in states where it is not approrpriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the redering of personalized investment advice for compensation, will not be made without registration or exemption.
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