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Financial Services

We offer a variety of financial and retirement services designed to meet your specific goals and needs.

 

Meet Our Team

Learn more about the experienced team of advisors at Clarus and how we can help you shape your financial future.

 

Retirement Planning

Find out what our firm offers to help you and your family plan and realize your retirement goals.

 

Resources

Our resources section provides useful links, client logins, and financial calculators to help you with your financial needs.

 

Professional Portfolio Management for Clients and Advisors

 

Are you looking for professional help in managing your IRA, brokerage account, or rolling over an old 401(k)?

 

Are you a financial professional looking for a team of portfolio managers to handle investment management on your book of business?

 

Clarus Wealth Advisors has three in-house money managers with over 50 years of combined experience. We offer solutions for both individual clients and financial advisors seeking professionally-managed portfolios. Our portfolio suite is robust and diversified, with solutions appropriate for all account sizes and risk profiles. Find out how Clarus can help shape your financial future today by downloading our 2020 Portfolio Guide and booking a meeting with one of our financial advisors. Meetings can also be booked by calling us at (623) 583 6840.

 

View the Clarus Portfolio Guide
Book A Meeting

 

Our Accreditations

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Click here to view the Clarus Form CRS 2020 (PDF)

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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