Successful.
Wealthy.
Wealthy.
We help you stay that way
We help our clients become financially organized.
Individuals, families, business owners, executives, professionals and non-profits, who face complicated wealth management decisions, choose Claybourn Frakes to provide the information, resources & strategies they need to make fully informed, educated financial decisions.
We believe focus is required to reach any goal. With focus comes clarity. And with clarity you can make the decisions and take the necessary actions to achieve your goals.
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Our team approach
Besides your faith, family and health, your assets are one of the most important aspects of your life, accordingly, we take our responsibility very seriously.
Our relationship with you
We work side by side with our clients, taking the time to understand their needs, goals and dreams. A relationship based on trust, integrity, confidentiality and quality service is our commitment to you.
What makes us different
We pride ourselves in our ability to explain complex financial matters in a way that everyone can understand. Our clients are confident that we understand how they feel about their assets.
Partnered Independence
As a Sanctuary Wealth Partner Firm, Claybourn Frakes utilizes best-in-class technology, rock-solid operational infrastructure and an open architecture environment that provides access to an unrestricted array of investment options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.
Private
Practice
As an Independent Wealth Advisory Services firm, we are Fiduciaries “Your Agenda is our Agenda”. Our expanded platform and resources enable us to provide tailored advice on all aspects of your current, future and legacy wealth management needs. Free from the multiple layers of bureaucracy deeply embedded in the behemoth Wall Street firms, we have additional time, energy and resources to further focus on our relationship with you, our client.
