Our Services
WE OFFER THOUGHTFUL MANAGEMENT OF YOUR PORTFOLIO WHILE CONSIDERING YOUR OVERALL FINANCIAL GOALS
Individual Wealth Management
Whether you’re building wealth, preparing for retirement, or navigating life’s major milestones, we’re here to help. We serve as trusted partners throughout your financial journey, providing personalized advice, comprehensive planning, and professional portfolio management to help you achieve what matters most.
Institutional Investment Management
We help institutions fulfill their missions through prudent investment management and objective advice. As a full-service fiduciary partner, we work alongside endowments, foundations, and nonprofit and corporate organizations to develop customized investment strategies aligned with their goals and responsibilities.
Investment Management
Harness the knowledge of the Clayton Wealth Partners team. Our investment team monitors your portfolio’s performance and risk characteristics, and based upon market analysis and economic projections, makes discretionary adjustments when it is in the best interest of your portfolio. Benefits include quarterly comparative portfolio summaries, 24-hour online access and more.
Estate Planning
Estate planning is about more than distributing assets. It’s about protecting your family, preserving your legacy, and ensuring your wishes are honored. We work with you and your estate planning professionals to create strategies that provide peace of mind today and clarity for your loved ones tomorrow.
Tax Review & Planning
Effective tax planning goes beyond filing returns. We help you make informed financial decisions with tax implications in mind. We work to identify tax-saving opportunities, coordinate strategies with your CPA, and help ensure your investment and wealth transfer decisions support your long-term financial goals.
Financial & Retirement Planning
A strong financial future starts with a thoughtful plan. We help you clarify your goals, evaluate your resources, and develop personalized strategies for retirement, wealth accumulation, income planning, and life’s major transitions. Through ongoing guidance and proactive planning, we help you stay on track and make confident financial decisions at every stage of life.
Higher Education Planning
The cost of higher education continues to be a significant financial commitment for many families. We help you develop a personalized education funding strategy by evaluating savings plans, investment options, tax-advantaged accounts, financial aid considerations, and cash flow needs to support your family’s goals.
Charitable Giving
Giving back can be one of the most rewarding aspects of financial success. We help you develop charitable giving strategies that support the causes you care about while aligning with your overall financial, tax, and estate planning objectives.
Insurance Review
Protecting your family, income, and assets is an essential part of a comprehensive financial plan. We provide an objective review of your existing insurance coverage, helping identify potential gaps, overlaps, or areas for improvement. By coordinating life, disability, long-term care, and property and casualty insurance considerations with your broader financial goals, we help ensure you are prepared for life’s unexpected events while staying focused on your long-term objectives.
Benefit Package Review
Your employee benefits can play a critical role in achieving your long-term financial goals. We help you evaluate and maximize the value of your employer-sponsored benefits, including retirement plans, health savings accounts, insurance coverage, stock compensation, and deferred compensation opportunities. By coordinating these benefits with your overall financial plan, we help you make informed decisions and get the most from your total compensation package.
Our Fee Structure
As a fee-only Registered Investment Advisory firm, we receive no commissions from any other company.
Rather, our fees are based on a percentage of the assets we manage for you.
Frequently Asked Questions
We understand that finances can be crazy and we’re here to help you through your financial journey. Any financial questions you have, we can help. Get started with our FAQs.
How do your rates and services compare to other brokerage and money management firms?
We charge an assets under management fee for our services and do not earn any other sales commissions or kickbacks. At Clayton, we view ourselves as a comprehensive service provider – when you hire Clayton Wealth Partners, you receive the expertise of our investment team as well as our financial planning team.
What does fee-only mean?
A Fee-Only financial adviser is one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. The advisor may not receive commissions, rebates, awards, finder’s fees, bonuses or other forms of compensation from others as a result of a client’s implementation of the individual’s planning recommendations. This allows investment decisions to be based on performance and individual risk tolerance, avoiding the built-in conflict of interest of commission-based advisors.
Will you work with my attorney, accountant and insurance provider?
Many situations arise that would benefit from the services of several financial professionals, such as the drafting of wills and trusts, tax preparation, etc. At Clayton Wealth Partners, we pride ourselves on providing the best service possible to our clients, and working with your existing attorneys, accountants and insurance providers is all part of our commitment to you. We can also provide referrals as you require.
Will information remain confidential?
Our relationships with clients are held in the highest confidence. We only share information with outside sources (such as attorneys and accountants) when requested by the client or as required by law. See our Privacy Policy for details. All employees have signed confidentiality agreements.
Is Clayton Wealth Partners owned by another company?
The firm is a d/b/a of Clayton Financial Services, Inc. Clayton Financial Services, Inc. is owned by its employee owners, Elizabeth Young, Barbara Duncan, James Walden, and Clint Patty, together with founding partners Debra and Randy Clayton.