It's About the Client Experience
We provide comprehensive planning and investment services tailored to your goals, developed by an experienced team of financial professionals, and delivered through highly personalized service using industry leading technology.
Life moves pretty quickly.
Preparing now is the first step to enjoying your time in the fast lane. Connect with us today, to plan for tomorrow.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. We'll give you the knowledge and tools to reach your goals.
While the nature of our work has changed, it feels as if it’s never been harder to earn a dollar. Our lives are increasingly complex, competitive, and stressful. One of the biggest causes of this stress, and the resulting anxiety, is money. I know it to be true that second only to health, money can direct the course and quality of our lives, and the lives of everyone we care about. If you can dream it, we can develop a plan to achieve it.14 years ago, I became a financial advisor so that I could continue on my entrepreneurial path by learning how to manage my own money and achieve the financial prosperity I knew I was capable of, but had always eluded me. I lacked the knowledge, access, and plan of action necessary to achieve my life’s goals and aspirations. I was busy living my life and there were always things of equal importance to me to focus on what I know now to be tremendously more impactful things I could be doing to advance my progress toward my goals. I started my career from the perspective of the client first, and then learned the role of a great advisor. Every aspect of my practice maintains that priority, by design - and it’s exemplified in what we call an Exceptional Client Experience.In my early working years, I made a lot of money as a business owner and as I entered the financial services industry, but I had very little of value to show for it on my personal balance sheet. Although my lifestyle was elevated beyond anything my immigrant family could have dreamed of when we arrived at this most special country 40 years prior, I felt increasingly less in control and a lot less secure. I didn’t have an easy way to understand and track my money, or know what to do with it.I started Clever to give hard-working, well-intentioned, logical people, the tools, information and understanding that they need to plan, invest and achieve their life’s goals.With Personal Service,Hoss
Successful people with high discretionary income who need help managing their complex financial lives for maximum efficiency among competing demands for their time.
Comprehensive financial planning, risk management, and investment services for those in their peak earning and savings years.
Considered income and distribution strategies to help clients achieve their desired lifestyle objectives for those near or in their non-working years.
Imagine how much better off you would be if all the little things you know you should be doing in these critical areas were happening effortlessly in the background, as you continue to live your life and focus on the things you’d rather be doing. It’s time for a more clever approach to your finances
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.