%
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
Fourth Quarter 2023 Update
The economy has shown signs that it is on a glide-path to a “soft landing,” where the FOMC increases interest rates to tame inflation, but the economy simultaneously averts recession. The resilient economic growth and job market gains have surprised many economists, and while there remain risks to the downside, conditions are such that some analysts say the economy may also surprise to the upside and be stronger than expected.
Third Quarter 2023 Update
The economy has so far been resilient in the face of the FOMC’s series of interest rate increases to battle inflation. However, there are signs that the increases are influencing growth, and many economists expect the economy to weaken substantially in the coming quarters.
Second Quarter 2023 Update
The US economy slowed in the first quarter of 2023 in a sign that economists say indicates growth will continue to be weak for the remainder of the year.