We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives.
As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof. Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations.
We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of clients before the short-term interest of the business.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 5875 Landerbrook Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.saintclairllc.com/
- Keywords
- Wealth Management, Financial Planning, Estate Planning, Tax Planning, Investment Advisory, Family Office, Wealth Transfer, Charitable Planning.
- HQ
- Mayfield Heights, Ohio
St. Clair Advisors Llc Questions
St. Clair Advisors Llc's website is https://www.saintclairllc.com/
St. Clair Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/st-clair-advisors-llc
St. Clair Advisors Llc has
12 employees.
View email and phone details for 12
employees at St. Clair Advisors Llc.
St. Clair Advisors Llc's industry is
Financial Services
St. Clair Advisors Llc's top competitors are
Air Delights, Inc.,
The Association Of Trainers ( Asot),
Mave Ltd,
Cbj Consulting,
Stclair Financial,
Floortech ®,
Dayton Cincinnati Technology Services, Llc.,
Truck Ads Australia,
Nilodor Inc,
Sportotal Ltd.
St. Clair Advisors Llc's categories are Financial Services
St. Clair Advisors Llc's founding year is 2010
