Clarus Wealth Advisors

At Clarus Wealth Advisors, we believe in helping our clients achieve financial freedom through our unique "Financially FIT" approach, which stands for Freedom, Integrity, and Trust. Our team of experienced advisors and professionals offers a wide range of services including portfolio management, insurance, retirement planning, and business succession planning. We understand that every client is unique and requires a personalized plan to reach their financial goals. Our goal is to provide you with the best possible guidance and support every step of the way.

Our Services

We offer a comprehensive range of services designed to help you manage your finances effectively. From portfolio management and insurance products to retirement and estate planning, we have the expertise to create a personalized plan tailored to your needs. Our services include managing your finances, retirement planning, business succession planning, and charitable giving. We also provide access to our advanced technology tools and operational support to ensure that you have everything you need to achieve your financial goals.

Portfolio Management

Our portfolio management team has over 75 years of combined experience and offers a full-service, in-house management team that you and your clients will have direct access to. We provide support in these areas so you can focus on client relationships for your client-focused business. Our goal is to help you grow your wealth while minimizing risk.

Insurance and Retirement Planning

We understand the importance of planning for retirement and securing your financial future. Our experienced advisors can help you navigate the complexities of retirement planning and insurance products to ensure that you have the right coverage and savings plan in place.

Business Succession Planning

As entrepreneurs, we know how important it is to plan for the future of your business. Our team can help you create a business continuity plan that keeps your company running even after you're gone. We'll work with your legal, estate planning, and tax planning team to ensure that your legacy is protected.

Charitable Giving

Giving back to the community is an important aspect of many of our clients' financial plans. We can help you create a charitable giving strategy that aligns with your values and goals.

Resources

We believe in providing our clients with access to all the tools and options available. That's why we offer a wide array of managed account portfolios and insurance products, as well as financial, retirement, and estate planning solutions. Our goal is to ensure that you have everything you need to achieve your financial goals.