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Our Fiduciary Role

Welcome to the website home of Clinton Wealth Management. On these pages, you will see a few brief snapshots of what it would look and feel like to be one of our advisory clients. But, pictures and web pages can only convey a hint of what the typical relationship we build with our clients looks like in real life. It is our sincere desire to create a unique lifelong relationship with each of our clients by earning the right to become their trusted financial advisor, in all aspects of their lives… a responsibility that we take very seriously.

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Our Services

As you click through the various pages within this site, you will learn about who we are, the standards that we hold ourselves to, the breadth of our services and our core values… and, hopefully, you will gain some insight as to why we exist.

When it comes to our clients, we act in their best interest and as a fiduciary, we always put their interests first. You will find our fees straight-forward, competitive, transparent, and established up front in our first client meeting. No surprises.

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What is your Risk Score?

We spend considerable time making sure that we understand how our clients view risk and ensure that the investment strategy designed for them is closely aligned with that risk and well within their comfort zone. Our background in estate planning, tax planning, and financial planning gives us the ability to see things holistically, with a more complete long-term view of their financial life and the challenges they may face.

If you have any questions or comments about anything you see here, please reach out to us and we will do our best to answer those questions. Again, thank you for being on our website and, if you are new to us, we hope to be serving your financial needs in the near future.