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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News & Insight

2nd Quarter 2019 Update

July 11, 2019 Key Points The global economic environment has continued to soften, as economists point to protectionist trade policies and uncertainties about the outcome and impact of Brexit. The yield curve is inverted (i.e., yields on three-month bills are higher...

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1st Quarter 2019 Update

April 24, 2019 Key Points The US economy’s expansion continues on, and will likely become the longest on record this summer Equity markets did an about-face during the quarter, generating the largest quarterly advance since the third quarter of 2009 The Federal Open...

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4th Quarter 2018 Update

Questions about the future health of the economy, the FOMC’s decision to raise short-term interest rates at its September meeting and slowing earnings growth were a few of the drivers impacting markets during the quarter.

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