Private client services for owners of closely-held businesses

personalized & connected

Clayton & McKervey’s dedicated team provides private client services for owners of closely-held businesses. We approach each client through a unique lens and develop customized solutions to meet individual goals. Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize your net worth and prepare for the future. Our team is here to support you, whether you are seeking guidance about:

• Tax planning
• Preparing for long-term financial health
• Current and future cash flow
• Retirement savings
• Estate planning