(303) 530-2400
bernard@claycapmgmt.com

What We Do

What We Do

Clay Capital Management, LLC works with individuals who are approaching retirement or have already retired to plan for their financial future. Wealth accumulation is certainly important and our unique investment style is an essential part of our relationship with our clients, but, through the years, we have found that the distribution phase of wealth management is just as important if not more important than the accumulation phase.

Just as the most dangerous part of the trip to the summit of Mt. Everest is not the ascent but the descent, without a well thought out financial plan for the distribution of your hard earned dollars, you could end up with not enough “oxygen” to complete your financial trip. We at Clay Capital Management, LLC want to serve as your “Sherpa,” managing your assets, helping to make them last for as long as possible, and, more importantly, trying to make them last for as long as you need.

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