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Clayton Wealth Partners

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United States

Founded in

1984 (41 Years)

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Get to know Clayton Wealth Partners

Founded in 1984 by W.R. "Bert" Clayton, Clayton Wealth Partners is an independent, fee-only wealth management firm that operates as a fiduciary. The firm provides comprehensive financial planning and discretionary investment management services to individuals, families, trusts, and retirement plans. Their mission is to serve as trusted partners, offering objective advice and personalized strategies to help clients navigate their financial lives and secure their futures.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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