Our Services

You Benefit from Comprehensive Planning

While our team at Clarendon Wealth Management is proficient in asset management, our primary focus is on financial planning and constructing a comprehensive financial plan tailored to your needs. And because the only constant in life is change, we will proactively provide regular reviews and modifications, assuring that your financial plan is current and dynamic.

Our 5-Step Meaningful Wealth Process

  • Initial Meeting

    • Understand your personal and financial situation
    • Set clear expectations for our relationship
    • Determine if we could add value to your situation
    • Ask you to send us some information to better understand your situation
  • Data Verification

    • Verify more detailed financial information
    • Ask you for any more information we need to develop your comprehensive financial plan
    • Gain introductions to your CPA and estate attorney
  • Strategy Session

    • Review your financial situation in greater detail
    • Confirm your goals and priorities
    • Have an in-depth discussion regarding options to meet your goals, basic recommendations, and gauging your comfort with these strategies
  • Plan Delivery and Implementation

    • Present your complete financial analysis
    • Answer any questions you may have
    • Assist you in the implementation of our outlined recommendations
    • Use effective and continuous communication
    • Continue to collaborate with your CPA and estate attorney
  • Ongoing Review

    • Monitor and update your plan
    • Review investment strategy
    • Conduct annual review meetings and semi-annual check-ins
    • Provide ongoing support and advice
    • Track progress toward your goal

Our Services

 

Retirement Planning

Evaluate your current financial standing and create an accumulation strategy that will help you work towards a desired retirement lifestyle.

 

Estate Planning

Collaborate with your estate planning attorney to coordinate a master plan for the management and eventual distribution of your assets.

 

Education Planning

Get the guidance to develop a savings strategy to effectively meet education expenses.

General Wealth Planning

Employ strategies designed to transition your wealth through proactive planning.

Charitable Planning

Use sound planning to make a meaningful difference for the causes you care about.

Investment Planning

Review of investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

Risk Management

Help minimize the financial losses potentially associated with risks to your assets, business, or health.

Tax Planning

Consider the tax implications of individual, investment, or business decisions, with the goal of helping to minimize your tax liability.

Let us take care of all your financial decisions, so you can enjoy what’s most important to you.

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