Our Philosophy

The Clermont Wealth Strategies Holistic Approach

Successful and effective financial planning is a process that requires a commitment of time, information and the application of exceptional expertise. When we combine those criteria with your participation in the planning process, you ultimately receive a road map to accomplish your goals.

Client Discovery

Clermont Wealth Strategies meets with you to present our services and to get an initial understanding of your intentions, goals and objectives.

Review and Analysis

Clermont Wealth Strategies reviews all of your business and personal planning documents and financial information.

Plan Design and Client Communication

Based on your stated intentions and our review and analysis, and in coordination with your other advisors, Clermont Wealth Strategies will develop an initial plan. We review this plan with you and revise it according to our discussions.

Plan Implementation

Clermont Wealth Strategies coordinates the implementation of the plan with you and your designated advisors. As the plan evolves, Clermont Wealth Strategies offers to provide family communication, as directed by you.

Long-term Relationship

Clermont Wealth Strategies maintains periodic communication with you and your advisors. Periodic reviews are conducted, as well as reviews necessitated by lifestyle and lifestage changes.