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    Our Values

Our Values

We are defined by our integrity, open architecture platform and “complete picture” thinking. We explain what we are recommending, why, and how it best protects the families we work with and their assets.

Mutual trust is the foundation of a strong relationship. Building trust with you, your family members  and your external advisors is of primary importance to us.

Our clients are confident they will receive customized, independent counsel. They are comforted by the fact the solutions we recommend will be competently implemented and administered by our team. Our continued involvement ensures the quality of service.

You work directly with a partner in Clairmont ensuring someone in our team is directly accountable to you and your family. We take pride in delivering the right solutions and responsibility for the results.