%

of households with a net worth between $1 million and $5 million are worried about running out of funds in retirement.

Source: Spectrum Group research, net worth excluding primary residence

About Our Services

Success in achieving your financial goals depends on establishing a plan and working with people you trust to implement it.

At St. Clair Advisors, we go beyond just bringing you products. We provide you with solutions that meet your needs. Because our revenues are derived from disclosed fees, not sales commissions, our focus is on providing sound, objective advice. Our services are built on trust, transparency and accountability.

Whether you are seeking to build wealth for the future, protect it for the next generation or plan for the succession of your business, our comprehensive approach brings all the pieces of your financial puzzle together.

Investment Advisory

A sound investment philosophy combined with consistent application of a disciplined process can keep you focused and help weather the inherent volatility of the market.
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Wealth Transfer

Guidance from an integrated team of professionals can go a long way toward ensuring your financial success is shared according to your wishes.

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Family Office

We offer a full suite of services to help keep your financial life organized and coordinated so you have the freedom to enjoy what’s important to you.

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