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About Us

Clermont Wealth Strategies is comprised of financial experts with the experience and access to put together customized financial solutions. Put simply, we help people realize their dreams.

We are a company with an impressive reach and expansive resources. Equally important is our ability to work with each of our clients in a personalized, one-on-one manner.

World-class people and access to the best fund managers in the world set us apart. We are also well-grounded and firm believers in the value of long-term and personal relationships.

Every client’s story is different. At Clermont, we embrace these stories and the opportunity to ensure that they continue along an upward path. We begin with a formalized discovery process and an honest, comprehensive look at an individual’s current financial situation. From here, we factor in lifelong goals, values and experiences to create the basis for a unique financial strategy to meet current and future needs, not just arbitrary performance measures.

You have the story and the goals. We have the people, the processes and the resources to get you there.

Meet Our Team >>

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