%
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.
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.
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.
News & Insight
Third Quarter 2024 Update
The US economy has been showing signs of improvement and seems to have averted a recession for the time being. The consensus among economists is that the outlook for the fourth quarter of 2024 appears mixed, shaped by a combination of a continued moderating of inflation, a surprisingly aggressive FOMC, geopolitical risks, and the anticipation of the 2024 presidential election
Second Quarter 2024 Update
The outlook for the economy this year appears promising. Consumers are contributing actively by spending sufficiently to bolster broader economic expansion. Persistently high inflation does remain a fly in the ointment, and the FOMC has stated it will not lower interest rates until inflation is on track to come back to its target level of 2%.
First Quarter 2024 Update
The US economy has recently performed above-trend and at unsustainable levels, and while the consensus among economists is that there will be an inevitable slowing in the months ahead, it will still perform better than most of the rest of the world.