Individual Wealth Management
Life Consultants for All the Stages of Your Life
Wealth management means more than just managing your assets.
At Clayton Wealth Partners, it is our goal to help individuals and their families manage their wealth throughout all stages of life. We serve as life consultants, providing fee-only financial planning and portfolio management to clients throughout all stages of life.
Our firm has 30+ years of strategic financial management, and we excel at utilizing our knowledge to make sure that you receive the best advice possible.
We complement our experience with a commitment to ongoing education and expertise to help us better meet your needs, and have attained the most respected credentials in the financial services profession, including CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Analyst®(CFA®), Financial Paraplanner Qualified Professional™ (FPQP™), and Certified Investment Management Analyst® (CIMA®).
Comprehensive Financial Planning
Clayton Wealth Partners offers comprehensive financial solutions to help you meet your goals, including asset management, tax planning, insurance reviews, and estate planning. Additionally, we work with your existing legal, insurance and accounting advisors to ensure that you receive the maximum benefit from our collective knowledge.
Asset Management
Our independence enables our in-house investment team to select and employ a mix of asset selection strategies that hold the potential for higher returns with commensurate levels of risk. We combine this independence with the best in technology, the highest credentialed education attainable, and deep experience in providing investment research.
We believe our clients’ money should be treated as we treat our own. We want everyone to have the opportunity to achieve their goals, which is why we don’t require asset minimums of our clients—a rarity in the financial industry. It is also why our selection strategies include low-cost index funds and no-load mutual funds—so you can keep more of your money working toward your goals.
Financial Goal Planning
As life consultants, we outline your future goals and dreams and provide you a map to follow through life.
Tax Review & Planning
As part of our comprehensive services, we evaluate your tax situation for strategic tax planning opportunities.
Estate Planning
At Clayton, we value every life stage, and we partner with you to plan for each. This includes proper preparation for wealth transfer at the end of life. We take special care to help ensure that your loved ones are protected from burdensome tax liabilities and work carefully to ensure assets are correctly registered. We recognize these are sensitive areas and work to ensure that your specific wishes are carried out smoothly, both from a legal standpoint and as your trusted wealth advisor. When we say we’re “with you for life,” we mean it, every step of the way.
Not Sure Where to Start?
We offer a 30-minute introductory call to discuss your situation.