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. Whether you are seeking guidance about taxes, cash flow, retirement, or estate planning, our team is here to support you. Our integrated, consultative approach involves partnering with other trusted advisors to help you maximize your profits and prepare for the future.