“Shawn helps his clients build and preserve their wealth so they can enjoy the lifestyle they hold dear.”

For Shawn Claycomb the answer is very clear: from spending time with his wife Katie and family, to vacationing, golfing on the weekends, or just walking the dog ... it’s about enjoying life and all that it has to offer.

Shawn’s clients feel the same way - and that financial independence goes a long way in helping you truly relax and take pleasure in the lifestyle you hold dear.

The downturn in our economy and recent events in the financial markets are causing many to worry about their future. There has never been a more important time to sit down and have a financial review.

Shawn Claycomb takes great pride in helping his clients plan to accumulate and preserve their wealth so that they're free to enjoy the life they deserve. He understands the more wealth you accumulate, the more options, obstacles and challenges you face.

As a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years experience, affluent families throughout Northern California have come to rely on his comprehensive knowledge and attention to detail in helping them plan for the future.

Managing wealth successfully reguires a broad range of solutions. As in independent financial services professional, Shawn has the freedom to offer non-biased financial strategies that work best for each of his clients.

He can customize an investment management plan to help you organize and coordinate your financial affairs, keep your investments diversified and properly allocated to provide needed income, growth and tax efficiency.