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Clayton Wright Wealth Management constructs investment portfolios using independent research and non-proprietary investment solutions. We use state-of-the-art, technology-based tools to monitor mutual funds and other securities and have access to model portfolios based on specific client financial objectives that provide well-defined investment parameters. With freedom to provide objective guidance and advice, Clayton Wright Wealth Management can concentrate on understanding your life aspirations while offering impartial strategies for managing your wealth. Depending on your personal goals, Clayton Wright Wealth Management may recommend a combination of the following solutions:

  • Exchange Traded Funds (ETFs)
  • Equities
  • Mutual funds
  • Municipal Bonds
  • Government and Corporate Fixed Income
  • Annuities and other tax-efficient investments
  • Domestic and International securities
  • Life Insurance
  • Fee-based Asset Management Programs through LPL Financial
  • Alternative Investments
  • Managed Futures
  • Hedged Equity Strategies
  • 401(k) Plans for Companies
  • Financial Planning
  • Retirement Accumulation Planning - IRA, IRA Rollover, Roth IRA, 401(k), SEP, SIMPLE, Safe Harbor 401(k)
  • Retirement Income Planning
  • College Savings - 529 plans, UGMA/UTMA, Coverdell IRA
  • Tax efficient investment planning for savings and major purchases
  • Estate Planning
  • Insurance Planning
  • Asset Allocation
  • Wealth Transfer and Beneficiary Review


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