Our Qualifications

CLIENT FOCUSED WEALTH MANAGEMENT

C.L.A. Wealth Strategies, LLC Focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows me to employ, not only my education but my 20+ years of experience to create a customized wealth management strategy aligned with your short and long-term objectives. And by building a lasting, personal relationship with you, I am able to help you anticipate and plan for the future.

I adhere to a Client-centric processed focused on pursuing specific milestones we create together. The comprehensive planning process is designed to:

1) Identify your needs,

2) Implement your strategy, and

3) Regularly monitor your progress toward your goals

I invite you to call me at 203-234-6378 to schedule a free, No obligation consultation and discover how I can help you pursue your financial Goals