Experience Holistic Wealth Management



Our clients are diverse but share a common thread: their wealth adds complexity to their business, family and financial lives. They have worked hard and desire the confidence to know the best path forward. Like our clients, you need a comprehensive view of all aspects of your financial life giving you the best chance of reaching your unique goals. Our experience and expertise, along with our detailed process refined over the last three decades, can help provide the momentum towards your goals amid the ups and downs of life.  Navigating life’s milestones – such as selling a business, retiring or dealing with newfound independence – becomes easier when you have a trusted advisor by your side to help you handle the twists and turns. Our proprietary process, the Clarus C6 Framework, takes into account all the financial aspects of your life in a way that balances your goals with a plan to help achieve them. The C6 Framework helps ensure we impact your life in a meaningful way and bring clarity to your specific situation.

How do you keep track of your financial life?


Working through our process helps to uncover goals and inefficiencies amid the complexity of your financial life. Once identified and prioritized, we act as your personal financial quarterback to implement specific solutions over time while collaborating with your accountant, lawyer and other professionals to help ensure we are all on the same page and working towards the same goal—your financial success.


How much is enough for you?

We want to ensure you have enough money to fund your lifestyle. Cash flow analysis, budget planning and real time net worth tracking, coupled with a process that helps you understand the impact of spending decisions provides you with continued confidence while reaching your goals.



Does your investment plan align clearly with your financial plan?


Knowing what you own and why is paramount to successful investment planning. Our customized and transparent investment process aligns with your unique circumstances and goals while tracking progress and bringing clarity to your investment management.


Do your investment advisors collaborate with your CPA?

Our process often helps to identify potential inefficiencies within your tax planning. Working in coordination with your other advisors and tax professionals, we strive to mitigate your tax liability – whether it be income tax, capital gains tax, business structure or estate tax.


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Do you have the right kind and amount of insurance?


You are concerned about protecting your personal wealth and/or business against catastrophic loss, potential creditors, litigants and identity thieves. Our process highlights potential issues and needs which should be addressed and allows us to advise you on implementing a risk mitigation plan.


Are your estate documents in line with your intents and wishes?

You want to identify the most efficient way to transfer wealth to a spouse and/or your next generation. We will make that process easy and seamless. Whether you have your estate planning team or need one built for you, our process helps ensure your legal documents and asset titling are in-line with your intents and wishes so the wealth you have worked so hard to build transfers the way you desire.