It’s true that many aging-related experiences are inevitable, and the topic is not a fun one to talk about. But there are things that can be done and meaningful conversations that can be had to not only age more gracefully, if you will, but also to simply protect yourself and others. Let’s spend some time considering some of the “hard truths” related to finances and healthcare as we age and think about how you and your family, along with others in your life, can plan accordingly. https://bit.ly/4ij7Osa
Clayton Wealth Partners
金融服务
Topeka，Kansas 96 位关注者
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions.
关于我们
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-only—meaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients’ interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: ? Pre-retirees and retirees ? Young and mid-career professionals ? Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP?, CFA?, FPQP?, and CIMA? designations. Our services include: ? Asset management ? Financial goal planning ? Retirement planning ? Employee benefit package analysis ? Tax review and optimization ? Higher education funding ? Charitable giving ? Insurance review ? Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients’ life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.
- 网站
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https://claytonwealthpartners.com/
Clayton Wealth Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Topeka，Kansas
- 类型
- 合营企业
- 创立
- 1984
- 领域
- Wealth Management、Financial Planning、Retirement Planning、Investment Management、Tax Strategies、Business Planning、Insurance Analysis和Estate Planning
地点
Clayton Wealth Partners员工
动态
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January’s inflation report showed a surprise uptick, reinforcing the Federal Reserve’s cautious stance. Even as the markets take events in stride, inflation remains a key focus for 2025. Read more in this month's market perspective! https://bit.ly/430VKaF
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Exciting news! James Walden, CFA, Partner and Chief Investment Officer at Clayton Wealth Partners, has joined the Board of The Lawrence Chamber. With a strong commitment to local businesses and community growth, he looks forward to supporting The Chamber’s mission. Congratulations, Jim! https://bit.ly/3EAiPXL
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In the latest episode of the Investing in Good? podcast, Thaina Dos Santos Jensen of Nurses Topeka shares how she created a positive, supportive space for nurses in the region. From job postings to crucial conversations, this community helps nurses connect, collaborate, and feel safe discussing the issues that matter most. Listen now and don't forget to subscribe! https://bit.ly/4hnIOAc
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On January 5, the Social Security Fairness Act was signed into law, repealing both WEP and GPO. This move potentially increases Social Security benefits significantly, by hundreds or even thousands of dollars per month, for affected retirees. Read on to see what this may mean for teachers, police officers, and other public servants. https://bit.ly/4jImRwX
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Nurses Topeka is building a positive, supportive community where nurses can connect, share job and volunteer opportunities, and discuss important industry issues—even anonymously if needed. In Investing in Good?, Thaina Dos Santos Jensen shares how this safe space empowers nurses with resources, support, and camaraderie. Listen now! https://bit.ly/4hnIOAc
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Congratulations to Wealth Advisor Zac Pohlenz! He’s been selected for the 2025 Leadership Greater Topeka class, joining a group of local leaders dedicated to making a difference. We’re proud to see his commitment to the community recognized! https://bit.ly/3BYOTUg
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Can a strong jobs report be too much of a good thing? December's numbers have markets pondering the effects on inflation and interest rates. Read our monthly market perspective to see what it could mean for your portfolio. https://bit.ly/3Cadq8U
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Clayton Wealth Partners is pleased to announce that summer intern Sean Bounous has joined the firm as an Associate Wealth Advisor. Welcome back, Sean! https://lnkd.in/g5tT56uq
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We are proud to announce the promotion of Eric Purcell, CFP?, to Senior Wealth Advisor. Congratulations, Eric! https://lnkd.in/gkJnwDab