Clayton VandenBossche

Founder & President

Clayton began working in the financial services industry in 2005. His focus is on developing custom tailored investment strategies and recommendations for affluent and high-net-worth individuals, their families and in certain circumstances their businesses, to help them pursue their short and long-term financial goals. Depending on what stage of life an individual or family is in, clients will have their own unique set of circumstances and different needs. Clayton works alongside clients to help them achieve their individual goals through to fruition.

When developing wealth and investment management strategies it is vital to assess a client’s tolerance for risk, return objectives, time horizon, liquidity needs, tax circumstances and charitable mission among other things. Clayton addresses these important factors by dedicating his time and taking a holistic approach to the wealth management process to gain a complete understanding of each client’s unique set of circumstances.

Phone (650) 321-6068