CLYM Wealth (CLYM LLC) provides counsel to our clients to achieve their financial goals through objective planning and management of investment assets. As a fee-only advisory firm, our success is measured by our clients’ success in achieving their goals. We recognize our role as a Fiduciary by acting in the best interest of our clients. Recommendations are based purely on our clients’ needs, special circumstances, and goals.
Our clients believe in coordinating and managing decisions today to achieve their goals for tomorrow.
Our clients are individuals, families, trusts and businesses who expect excellence and have made a commitment to achieving that themselves.
Our clients usually have no desire to manage their financial affairs on a daily basis. They are seeking a long-term relationship with a professional advisor to simplify their lives.
I’m a wealth manager, financial architect, real estate entrepreneur and investment guru. With over 30 years of institutional finance, real estate, investing and banking, I’m committed to helping my clients actualize their financial goals to live their best life. As a fee-only, independent advisory firm, our transparent and flexible fees are paid directly by our clients, not from third-party commissions or referrals. This means our success is solely measured by our clients’ success in achieving their goals. I’m passionate about partnering, really listening, to develop and execute personalized, comprehensive solutions that are cost-effective and hassle-free.