Your financial destination will ultimately be shaped by the decisions you make today. You expect excellence and have made a firm commitment to achieving it in every aspect of your life.
We believe you deserve a firm that is willing to take the time and interest to get to know you and your family, a firm that is keenly aware of your unique goals and objectives. A firm that understands that financial independence does not just happen by accident - it takes time, discipline, coordination, and most of all, planning.
As your independent advisors, we empasize prudent, fee-based investment management and comprehensive financial planning, coordinating all aspects of your financial life. We will be your constant advocate.
At ClearBridge, our strength lies in our rare combination of objectivity, our breadth of expertise, and our unparalleled work ethic. Our purpose is singular - to help you live a meaningful, rewarding, and financially secure life. After all, our success can only be measured by your success. We look forward to working with you!
J. Preston Byers CPA CFP®
The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.