Our Services

WE OFFER THOUGHTFUL MANAGEMENT OF YOUR PORTFOLIO WHILE CONSIDERING YOUR OVERALL FINANCIAL GOALS

Our Services

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Asset Management

Harness the knowledge of the Clayton Wealth Partners 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.

Estate Planning

Proper estate planning and trust management is a powerful tool to facilitate your care in the event that you become disabled, and it simplifies the process of wealth distribution to your heirs.

Tax Review & Planning

Did your accountant overlook a qualifiable tax deduction last year? By reviewing our clients' tax returns before they are filed, we have saved them thousands of dollars. Don't pay more than you are obligated to.

Financial Goal Planning

Outlining your future goals and dreams gives you a map to follow as you work your way toward retirement. Funding a tax-deferred retirement plan now not only can help to create a pool of wealth for your post-retirement life, but also can defer tax on eligible income earned now until you begin making withdrawals.

Aspire

  • Graduate
  • Marriage
  • New Home
  • Have Kids
  • College Funding

Prepare

  • New Job
  • Career Change
  • Promotion
  • Retirement
  • Inheritance

Enjoy

  • Travel
  • Volunteer
  • Gifting
  • Grand Children
  • Second Home

Higher Education Planning

Higher education is an expensive proposition.  We will work with you to explore savings vehicles and other strategies as you prepare for this expense.

Charitable Giving

Charitable giving can be a smart way to reduce capital gains, estate and income tax, while supporting a cause you care about. There are several ways this can be accomplished. We can advise you on the best method of giving for your particular charity and goals.

 

Insurance Review

We review your current policies to see if they are up-to-date and in-step with your financial goals.  As a fee-only advisory firm we do not sell insurance products and will provide you with an unbiased independent review of your policies.

Employee Benefit Package Review

We have an in-depth knowledge of benefit packages for many major employers in this region. We can help to advise you on making elections for such items as employer-provided life insurance, your cafeteria plan, stock options and a variety of other benefit options.

Your partner, every step of the way.

Our Fee Structure

Our fees are based on a percentage of the assets we manage.