Cleaton and his staff execute the financial planning process for his clients. Key elements include defining goals, identifying risk-tolerance and reviewing current assets in order to develop a suitable and comprehensive strategy in working towards financial independence.
Cleaton believes the cornerstone for financial independence is a long-term relationship that starts first and foremost with building Trust. Cleaton meets prospective clients on a face-to-face basis in order to answer their questions and concerns, understand their needs and establish a foundation for a working relationship. On an ongoing basis, Cleaton meets with his clients to review and update their investments and strategies. Cleaton and his staff are committed to a long-term approach that starts and ends with the individual needs of each client.
Cleaton graduated from the University of North Carolina at Chapel Hill in 1989 with a Bachelor of Science in Business Administration. His concentration was in Finance and Economics. In 1991, Cleaton graduated from Cornell University with a Masters in Industrial and Labor Relations.
Cleaton believes his education is well-suited for his chosen profession as a Wealth Manager. He believes it is critical to be able to simplify and explain complex financial issues to his prospects and clients alike. He feels that each client should understand and be comfortable with their investments: it is his job to educate them to this level.
*Series certifications are held with LPL Financial.