Individual Wealth Management

ASPIRE. PREPARE. ENJOY. WITH YOU FOR LIFE.

Wealth management means much 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.

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.

 

Comprehensive Services

Clayton Wealth Partners offers comprehensive financial solutions to help you meet your goals. Additionally, we work with your existing legal, insurance and accounting advisors to ensure that you receive the maximum benefit from our collective knowledge.

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Asset Management

Trust the knowledge of the Clayton Wealth Partners Investment Team. We monitor your portfolio's performance and risk characteristics, and based upon market analysis and economic projections, make discretionary adjustments when it is in the best interest of your portfolio. Benefits include quarterly comparative portfolio summaries, 24-hour online access and more.

Financial Goal Planning

Outlining your future goals and dreams gives you a map to follow through life.

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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.  

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