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PHOENIX – (BUSINESS WIRE) – Clarus Wealth Advisors LLC (“Clarus”), an SEC-registered family investment advisor headquartered in Peoria, Ariz., Today announced the launch of a new website as part of the program offering aimed at Investment Advisers Representatives (RAI).
Clarus’ new website, www.claruswealthadvisors.com, further streamlines the customer experience with easy access to a secure mobile customer login portal and sitemap. Visitors looking for more information on investment and wealth management services will find information on retirement planning, business succession and charitable giving. Additionally, the site provides additional resources such as articles, calculators, and a video library with content focused on financial literacy.
In addition to its enhanced user experience, the website also provides future IARs with information about their fully customizable support program. Some of the benefits include:
Portfolio Management – Full-service in-house portfolio management team with over 75 years of combined experience as a trusted fiduciary partner.
Technology Tools – A dedicated CTO and a full suite of integrated, industry-leading fintech solutions to support day-to-day operations and compliance.
Operational support – Responsible for internal compliance and department to support a smooth transition.
“Our new website exemplifies Clarus’ North Star and our ‘Financially FIT’ approach to customer service and advice: freedom, integrity and trust,” said Theresa Fanning, COO and Compliance. “From aerial images of our actual location to a new advisor tab and a comprehensive annual portfolio guide, the updated experience delivers on its promise to take visitors where they want to go, from a mobile or a desktop computer. ”
For more information on Clarus Wealth Advisors, please visit www.claruswealthadvisors.com.
About Clarus Wealth Advisors LLC
Clarus Wealth Advisors, LLC (Clarus) is a registered investment advisory firm based in Peoria, AZ specializing in financial and retirement planning, portfolio management, insurance, business succession planning and giving charitable. Our experienced team is a genuine and transparent partner for our multigenerational clients and finance professionals looking for full business support.
Investment advisory services offered by Clarus Wealth Advisors LLC, an investment adviser registered with the SEC. Securities offered by FINRA and SIPC member of Crown Capital Securities LP. Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.
Theresa Fanning, Director of Operations and Compliance
Source: Clarus Wealth Advisors LLC