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Collaborative

Teamwork is essential to our clients’ success. Clarus not only works with our clients to achieve that success, but we also coordinate our clients’ team of other professionals to work together toward common goals. Under our process collaboration with accountants, lawyers and investment advisors help ensure that we are all on the same page and working with each other toward the same goal—our clients’ financial success

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Holistic

Clarus looks beyond purely financial considerations when evaluating a client’s financial goals. A client’s family situation, business plans and investment portfolio are all considered, resulting in a global approach to their financial goals.

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Customized

After assessing a client’s key strengths and challenges, Clarus develops a customized Wealth Management Plan that can simplify the complex financial lives of our clients. As a result, the stress associated with the client’s financial situation can be reduced freeing them to focus their attention on their family and business.