Investment Advisor Representative
Plan for your retirement and your legacy. At Clarus Wealth Advisors, our goal is to help you create
a future where you and your loved ones are prepared for the road ahead.
Entrepreneurial Mindset with Big Business Resources
As entrepreneurs, advisors, and goal-minded individuals just like you, we lead Clarus Wealth Advisors with the same guiding principles we would want a fiduciary to provide for ourselves and for our family members. Together, these principles make up Clarus Wealth Advisors’ “Financially FIT” approach to client and advisor service. The “Financially FIT” approach stands for Freedom, Integrity, and Trust. At Clarus Wealth Advisors, our powerful team is here to assist you with your financial goals.
Clarus Wealth Advisors aids you in meeting your goals through assistance with portfolio management, technology tools, and operational support. We provide support in these areas so you can focus on client relationships for your client-focused business.
Clarus Wealth Advisors offers a full-service, in-house portfolio management team with over 75 years of combined experience that you, your clients, and prospects will have direct access to. We have also created an incomparable business model, which allows you more control over your practice than you’ve ever had before. We provide operational support, compliance, and dedicated technology support.
What Makes Clarus Special
Who We Serve
Business Owners
You understand your business better than anyone - so let us help you turn your goals into a reality. Our experienced team of entrepreneurs, investment managers, and business planning professionals acts as a trusted partner to our business owner clients, helping them navigate the complexities of running a company so they can focus on what they do best.
As a business owner, you've built a legacy you're proud of and we want to help you protect it. At Clarus Wealth Advisors, we'll work together with our legal, estate planning, and tax planning team to build a business continuity plan that keeps your company running even after you're gone.
The Multi-Generational Client
“'We manage your financial future the way we manage our own."
At Clarus Wealth Advisors, we take our responsibility to help shape your financial future seriously. We believe that in order to provide you with the best financial guidance, we must have access to all of the tools and options available. As such, we offer a wide array of managed account portfolios and insurance products, as well as financial, retirement, and estate planning solutions that come together to create a personalized plan for you and your family.
As a fiduciary - who has promised to work in our clients' best interests - it's our ethical duty to show you exactly how your money is being managed. That is why each of our advisors is fully licensed and our simple, yet advanced technology solutions provide you with a full view of how you're invested.
When you work with a Clarus advisor, we'll spend the time needed to get to know you and your financial goals. Then, we'll recommend a plan that works best for you. We are dually registered as a Registered Investment Advisor and a broker dealer, which means our advice isn't limited or dependent on certain fee structures. Think of us as your financial guide - we are entirely focused on getting you to where you want
