YOUR COMPLEXITY.  OUR PROCESS. 

ONE CLARITY.

Experience Our C6 Framework

Does your investment plan align clearly with your financial plan?

Through three decades of working with clients, we realized there were two main causes of poor investment results. A combination of internal bias and a lack of process surrounding clients’ investment management can cause dissatisfaction with your investment planning. 

The first step with regards to investment planning is determining your unique goals for your investing dollars while diving deeply into what is a best-fit scenario. Our clients’ objectives vary and include absolute return, capital preservation, income generation, tax minimization, cash management or often a combination of all the above depending on particular goals. The key second step is building an investment plan rooted in a repeatable and consistent process, giving you clarity around your investment management.

“None of us is as smart as all of us.”

                                     - Anonymous

Our investment committee has over 100 years of industry experience. Taking a fiduciary stance, we have no hidden agenda and our advice is unbiased and conflict-free. Consistent with this is our open fee disclosure and constant due diligence for the best risk-adjusted returns.

After deployment, your investment models are reviewed daily to insure we stay on top of ever- changing markets. Through our regular plan reviews we continue to monitor and review your investment plan to insure it continues to align with your unique and varied goals.

 
  • LinkedIn - White Circle
  • Facebook - White Circle

CONTACT US

For more information, contact us today

Clarus Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. 

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Corporate Privacy Notice 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James and its advisors do not offer tax or legal advice.  You should discuss any tax or legal matters with the appropriate professional.

Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

409.242.2427

PO BOX 1880

325 HWY 124

Winnie, TX 77665

713.621.3500

520 Post Oak Blvd.

Suite 750

Houston, TX 77027

facebook icon website.png
linkedin icon website.png