Investment solutions and financial planning
Investment Solutions
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)
- Fee-based Asset Management Programs through LPL Financial
- Equities
- Mutual funds
- Municipal Bonds
- Government and Corporate Fixed Income
- Annuities and other tax-efficient investments
- Domestic and International securities
- Life Insurance
- Alternative Investments
- Managed Futures
- Hedged Equity Strategies
- 401(k) Plans for Companies
Investment and Advisory Services
- 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
Financial Planning
Where do you want to retire? Where do you want your vacation home? Where would you like your child or grandchild to go to college? Where do you need to be financially? Define where you want to Be. And let us plan to get you there.
Clayton Wright Wealth Management provides educated, examined, experienced and ethical standards of financial planning professionalism to the clients of our practice. Independent from Wall Street, we serve Main Street customers.
Our Six Step Financial Planning Process:
- Establishing and defining the client-planner relationship
- Gathering client data including goals*
- Analyzing and evaluating the client's financial status
- Developing and presenting financial planning recommendations and/or alternatives
- Implementing the financial planning recommendations
- Monitoring the financial planning recommendations
Getting Started*:
Useful documents to bring with you during your first data gathering meeting with Clayton Wright Wealth Management: Banking and brokerage statements: checking, savings, money market, education savings accounts, and brokerage accounts. Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments. Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc. Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar type of financial assets, bring along those documents as well.
Check the background of investment professionals associated with this site on FINRA's Broker Check.
About Us
Executive Management
Client Account Access
Executive Management
Clayton Wright
CERTIFIED FINANCIAL PLANNER (TM)
Wealth Advisor
Founder, Clayton Wright Wealth Management
Clayton Wright began his investment management career when he joined the Global Wealth Management Group of Morgan Stanley in 2003. Since that time he has managed investment portfolios for individuals, families, business owners, small
Clayton Wright
CERTIFIED FINANCIAL PLANNER (TM)
Wealth Advisor
Founder, Clayton Wright Wealth Management
Clayton Wright began his investment management career when he joined the Global Wealth Management Group of Morgan Stanley in 2003. Since that time he has managed investment portfolios for individuals, families, business owners, small corporations and non-profit organizations.
After gaining invaluable experience in his years with a major Wall Street firm Mr. Wright decided he would best serve his clients by opening his own boutique wealth management office which would focus on independent financial solutions and objective investment advice. After much contemplation and many months of due diligence and research Clayton Wright Wealth Management was created when Mr. Wright found the strength of independence provided by LPL Financial, the #1 independent broker/dealer in the country.*
Mr. Wright earned his Bachelor of Arts Degree from UMBC (University of Maryland, Baltimore County.) Mr. Wright completed the CERTIFIED FINANCIAL PLANNER(TM) certification curriculum through The American College in Bryn Mawr, Pennsylvania in 2009 and also successfully passed the CERTIFIED FINANCIAL PLANNER(TM) exam.
Check the background of investment professionals associated with this site on FINRA's Broker Check.
*As reported by Financial Planning magazine, June 1996-2009, based on total revenue.
About LPL Financial
Client Account Access
Executive Management
Because LPL Financial does not offer or promote proprietary products or require meeting sales quotas, LPL Financial allows us to offer our clients truly objective advice with access to a vast range of investment vehicles.
About LPL Visit
History of LPL Visit
LPL Financial was founded with a pioneering vision—to help entrepreneurial financ
Because LPL Financial does not offer or promote proprietary products or require meeting sales quotas, LPL Financial allows us to offer our clients truly objective advice with access to a vast range of investment vehicles.
About LPL Visit
History of LPL Visit
LPL Financial was founded with a pioneering vision—to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 12,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Providing Americans with investment advice has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our customers with access to:
- Leading-edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
This mix of products and services allows our customers to focus on providing investment advice and to help their clients pursue important life and financial goals.
* As reported in Financial Planning magazine 1996-2009, based on total revenues.
Client Account Access
Client Account Access
Client Account Access
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.